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 4-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 | $10,608 | $27,641-61.6% | $61,373-82.7% | $68,494-84.5% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -26.34% | -13.24%-13.1pp | 338.61%-364.9pp | -7.84%-18.5pp |
| Employer contribution / active EE | $458 | $695-34.1% | $1,159-60.5% | $2,596-82.4% |
| Participant deferral / active EE | $738 | $1,263-41.6% | $2,125-65.3% | $4,027-81.7% |
| Admin fee / account holder | $131 | $2,010-93.5% | $2,130-93.9% | $5,403-97.6% |