See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,657 | $101,283-62.8% | $75,826-50.3% | $135,375-72.2% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | -10.42% | 3384.62%-3395.0pp | 1914.15%-1924.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $241 | $2,382-89.9% | $1,913-87.4% | $4,779-95.0% |
| Participant deferral / active EE | $1,940 | $3,469-44.1% | $2,862-32.2% | $5,609-65.4% |
| Admin fee / account holder | $52 | $6,539-99.2% | $4,726-98.9% | $10,827-99.5% |