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 5-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 | $9,913 | $93,024-89.3% | $77,024-87.1% | $134,475-92.6% |
| Participation rate | 52.9% | 74.5%-21.5pp | 67.9%-15.0pp | 81.2%-28.3pp |
| Annual return | -25.03% | 62.60%-87.6pp | 42.32%-67.3pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,430 | $3,418-58.2% | $2,812-49.2% | $4,740-69.8% |
| Participant deferral / active EE | $1,558 | $5,238-70.3% | $4,426-64.8% | $6,400-75.7% |
| Admin fee / account holder | $78 | $6,944-98.9% | $5,425-98.6% | $11,426-99.3% |