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 6-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 | $11,312 | $27,641-59.1% | $61,373-81.6% | $68,494-83.5% |
| Participation rate | 12.9% | 39.5%-26.6pp | 52.6%-39.7pp | 67.9%-55.0pp |
| Annual return | -24.10% | -13.24%-10.9pp | 338.61%-362.7pp | -7.84%-16.3pp |
| Employer contribution / active EE | $177 | $695-74.5% | $1,159-84.7% | $2,596-93.2% |
| Participant deferral / active EE | $574 | $1,263-54.6% | $2,125-73.0% | $4,027-85.8% |
| Admin fee / account holder | $226 | $2,010-88.8% | $2,130-89.4% | $5,403-95.8% |