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 | $12,193 | $27,641-55.9% | $61,373-80.1% | $68,494-82.2% |
| Participation rate | 48.9% | 39.5%+9.4pp | 52.6%-3.7pp | 67.9%-19.0pp |
| Annual return | -73.35% | -13.24%-60.1pp | 338.61%-412.0pp | -7.84%-65.5pp |
| Employer contribution / active EE | $1,364 | $695+96.2% | $1,159+17.7% | $2,596-47.4% |
| Participant deferral / active EE | $4,200 | $1,263+232.5% | $2,125+97.6% | $4,027+4.3% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |