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 | $4,935 | $27,641-82.1% | $61,373-92.0% | $68,494-92.8% |
| Participation rate | 30.6% | 39.5%-8.9pp | 52.6%-22.0pp | 67.9%-37.3pp |
| Annual return | -40.57% | -13.24%-27.3pp | 338.61%-379.2pp | -7.84%-32.7pp |
| Employer contribution / active EE | $476 | $695-31.6% | $1,159-59.0% | $2,596-81.7% |
| Participant deferral / active EE | $984 | $1,263-22.1% | $2,125-53.7% | $4,027-75.6% |
| Admin fee / account holder | $26 | $2,010-98.7% | $2,130-98.8% | $5,403-99.5% |