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 | $7,535 | $27,641-72.7% | $61,373-87.7% | $68,494-89.0% |
| Participation rate | 51.9% | 39.5%+12.4pp | 52.6%-0.7pp | 67.9%-16.0pp |
| Annual return | -31.97% | -13.24%-18.7pp | 338.61%-370.6pp | -7.84%-24.1pp |
| Employer contribution / active EE | $879 | $695+26.4% | $1,159-24.2% | $2,596-66.1% |
| Participant deferral / active EE | $1,660 | $1,263+31.4% | $2,125-21.9% | $4,027-58.8% |
| Admin fee / account holder | $125 | $2,010-93.8% | $2,130-94.1% | $5,403-97.7% |