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 8-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 | $17,025 | $27,641-38.4% | $61,373-72.3% | $68,494-75.1% |
| Participation rate | 55.9% | 39.5%+16.4pp | 52.6%+3.3pp | 67.9%-12.0pp |
| Annual return | -23.55% | -13.24%-10.3pp | 338.61%-362.2pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,252 | $695+80.0% | $1,159+8.0% | $2,596-51.8% |
| Participant deferral / active EE | $2,676 | $1,263+111.8% | $2,125+25.9% | $4,027-33.6% |
| Admin fee / account holder | $175 | $2,010-91.3% | $2,130-91.8% | $5,403-96.8% |