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 | $35,438 | $27,641+28.2% | $61,373-42.3% | $68,494-48.3% |
| Participation rate | 18.5% | 39.5%-21.0pp | 52.6%-34.0pp | 67.9%-49.4pp |
| Annual return | -23.74% | -13.24%-10.5pp | 338.61%-362.4pp | -7.84%-15.9pp |
| Employer contribution / active EE | $335 | $695-51.9% | $1,159-71.1% | $2,596-87.1% |
| Participant deferral / active EE | $536 | $1,263-57.5% | $2,125-74.8% | $4,027-86.7% |
| Admin fee / account holder | $58 | $2,010-97.1% | $2,130-97.3% | $5,403-98.9% |