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 7-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 | $8,364 | $93,024-91.0% | $77,024-89.1% | $134,475-93.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -22.51% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.5pp |
| Employer contribution / active EE | $806 | $3,418-76.4% | $2,812-71.3% | $4,740-83.0% |
| Participant deferral / active EE | $2,181 | $5,238-58.4% | $4,426-50.7% | $6,400-65.9% |
| Admin fee / account holder | $240 | $6,944-96.5% | $5,425-95.6% | $11,426-97.9% |