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 6-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 | $7,810 | $67,331-88.4% | $60,874-87.2% | $134,475-94.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.1%-11.2pp | 81.2%-19.3pp |
| Annual return | -20.99% | 49.93%-70.9pp | 16.90%-37.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $772 | $3,096-75.1% | $2,701-71.4% | $4,740-83.7% |
| Participant deferral / active EE | $1,055 | $4,538-76.8% | $3,817-72.4% | $6,400-83.5% |
| Admin fee / account holder | $142 | $4,582-96.9% | $3,224-95.6% | $11,426-98.8% |