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 | $11,383 | $27,641-58.8% | $61,373-81.5% | $68,494-83.4% |
| Participation rate | 11.1% | 39.5%-28.4pp | 52.6%-41.5pp | 67.9%-56.8pp |
| Annual return | -26.68% | -13.24%-13.4pp | 338.61%-365.3pp | -7.84%-18.8pp |
| Employer contribution / active EE | $188 | $695-72.9% | $1,159-83.8% | $2,596-92.7% |
| Participant deferral / active EE | $697 | $1,263-44.8% | $2,125-67.2% | $4,027-82.7% |
| Admin fee / account holder | $257 | $2,010-87.2% | $2,130-88.0% | $5,403-95.3% |