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 | $10,189 | $27,641-63.1% | $61,373-83.4% | $68,494-85.1% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -62.39% | -13.24%-49.2pp | 338.61%-401.0pp | -7.84%-54.6pp |
| Employer contribution / active EE | $325 | $695-53.2% | $1,159-71.9% | $2,596-87.5% |
| Participant deferral / active EE | $1,298 | $1,263+2.7% | $2,125-38.9% | $4,027-67.8% |
| Admin fee / account holder | $74 | $2,010-96.3% | $2,130-96.5% | $5,403-98.6% |