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 9-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 | $17,827 | $32,117-44.5% | $71,086-74.9% | $64,186-72.2% |
| Participation rate | 6.5% | 42.7%-36.2pp | 54.7%-48.1pp | 69.6%-63.0pp |
| Annual return | -41.06% | -5.57%-35.5pp | 650.59%-691.7pp | 7.63%-48.7pp |
| Employer contribution / active EE | $124 | $712-82.5% | $1,088-88.6% | $2,381-94.8% |
| Participant deferral / active EE | $855 | $1,263-32.3% | $1,874-54.4% | $3,470-75.4% |
| Admin fee / account holder | $110 | $2,759-96.0% | $3,082-96.4% | $4,888-97.7% |