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 | $7,192 | $27,641-74.0% | $61,373-88.3% | $68,494-89.5% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -23.91% | -13.24%-10.7pp | 338.61%-362.5pp | -7.84%-16.1pp |
| Employer contribution / active EE | $424 | $695-39.0% | $1,159-63.4% | $2,596-83.7% |
| Participant deferral / active EE | $1,187 | $1,263-6.0% | $2,125-44.1% | $4,027-70.5% |
| Admin fee / account holder | $3 | $2,010-99.8% | $2,130-99.9% | $5,403-99.9% |