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 | $4,552 | $27,641-83.5% | $61,373-92.6% | $68,494-93.4% |
| Participation rate | 26.8% | 39.5%-12.7pp | 52.6%-25.8pp | 67.9%-41.1pp |
| Annual return | -33.20% | -13.24%-20.0pp | 338.61%-371.8pp | -7.84%-25.4pp |
| Employer contribution / active EE | $350 | $695-49.6% | $1,159-69.8% | $2,596-86.5% |
| Participant deferral / active EE | $623 | $1,263-50.7% | $2,125-70.7% | $4,027-84.5% |
| Admin fee / account holder | $79 | $2,010-96.1% | $2,130-96.3% | $5,403-98.5% |