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 | $46,450 | $27,641+68.0% | $61,373-24.3% | $68,494-32.2% |
| Participation rate | 16.0% | 39.5%-23.5pp | 52.6%-36.6pp | 67.9%-51.9pp |
| Annual return | -21.44% | -13.24%-8.2pp | 338.61%-360.0pp | -7.84%-13.6pp |
| Employer contribution / active EE | $586 | $695-15.7% | $1,159-49.4% | $2,596-77.4% |
| Participant deferral / active EE | $2,495 | $1,263+97.5% | $2,125+17.4% | $4,027-38.1% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |