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 | $10,821 | $32,117-66.3% | $71,086-84.8% | $64,186-83.1% |
| Participation rate | 22.9% | 42.7%-19.8pp | 54.7%-31.8pp | 69.6%-46.7pp |
| Annual return | -10.35% | -5.57%-4.8pp | 650.59%-660.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $264 | $712-62.9% | $1,088-75.7% | $2,381-88.9% |
| Participant deferral / active EE | $666 | $1,263-47.2% | $1,874-64.4% | $3,470-80.8% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,888-99.7% |