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 4-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 | $1,625 | $29,319-94.5% | $52,425-96.9% | $82,448-98.0% |
| Participation rate | 63.9% | 46.9%+17.0pp | 55.6%+8.3pp | 68.1%-4.2pp |
| Annual return | 11.94% | 535.20%-523.3pp | 302.12%-290.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $293 | $586-50.0% | $914-67.9% | $2,551-88.5% |
| Participant deferral / active EE | $455 | $1,171-61.1% | $1,790-74.6% | $4,139-89.0% |
| Admin fee / account holder | $8 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |