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 7-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 | $24,303 | $25,979-6.5% | $71,735-66.1% | $68,494-64.5% |
| Participation rate | 19.6% | 54.5%-34.9pp | 62.3%-42.7pp | 67.9%-48.3pp |
| Annual return | -20.39% | -15.10%-5.3pp | 9.14%-29.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $417 | $900-53.7% | $1,704-75.5% | $2,596-83.9% |
| Participant deferral / active EE | $597 | $1,522-60.8% | $2,658-77.5% | $4,027-85.2% |
| Admin fee / account holder | $233 | $2,022-88.5% | $3,974-94.1% | $5,403-95.7% |