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 10-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 | $17,632 | $27,641-36.2% | $61,373-71.3% | $68,494-74.3% |
| Participation rate | 8.6% | 39.5%-30.9pp | 52.6%-44.0pp | 67.9%-59.3pp |
| Annual return | -33.81% | -13.24%-20.6pp | 338.61%-372.4pp | -7.84%-26.0pp |
| Employer contribution / active EE | $327 | $695-53.0% | $1,159-71.8% | $2,596-87.4% |
| Participant deferral / active EE | $327 | $1,263-74.1% | $2,125-84.6% | $4,027-91.9% |
| Admin fee / account holder | $113 | $2,010-94.4% | $2,130-94.7% | $5,403-97.9% |