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 | $7,840 | $93,024-91.6% | $77,024-89.8% | $134,475-94.2% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -25.68% | 62.60%-88.3pp | 42.32%-68.0pp | 417.96%-443.6pp |
| Employer contribution / active EE | $545 | $3,418-84.0% | $2,812-80.6% | $4,740-88.5% |
| Participant deferral / active EE | $2,289 | $5,238-56.3% | $4,426-48.3% | $6,400-64.2% |
| Admin fee / account holder | $36 | $6,944-99.5% | $5,425-99.3% | $11,426-99.7% |