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 | $10,523 | $27,641-61.9% | $61,373-82.9% | $68,494-84.6% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -36.60% | -13.24%-23.4pp | 338.61%-375.2pp | -7.84%-28.8pp |
| Employer contribution / active EE | $949 | $695+36.4% | $1,159-18.2% | $2,596-63.5% |
| Participant deferral / active EE | $2,254 | $1,263+78.5% | $2,125+6.1% | $4,027-44.0% |
| Admin fee / account holder | $291 | $2,010-85.5% | $2,130-86.3% | $5,403-94.6% |