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 9-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 | $3,734 | $27,641-86.5% | $61,373-93.9% | $68,494-94.5% |
| Participation rate | 26.3% | 39.5%-13.2pp | 52.6%-26.3pp | 67.9%-41.6pp |
| Annual return | -25.99% | -13.24%-12.8pp | 338.61%-364.6pp | -7.84%-18.1pp |
| Employer contribution / active EE | $277 | $695-60.1% | $1,159-76.1% | $2,596-89.3% |
| Participant deferral / active EE | $672 | $1,263-46.8% | $2,125-68.4% | $4,027-83.3% |
| Admin fee / account holder | $11 | $2,010-99.5% | $2,130-99.5% | $5,403-99.8% |