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 5-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 | $29,905 | $27,641+8.2% | $61,373-51.3% | $68,494-56.3% |
| Participation rate | 6.7% | 39.5%-32.8pp | 52.6%-45.9pp | 67.9%-61.2pp |
| Annual return | -23.78% | -13.24%-10.5pp | 338.61%-362.4pp | -7.84%-15.9pp |
| Employer contribution / active EE | $161 | $695-76.9% | $1,159-86.1% | $2,596-93.8% |
| Participant deferral / active EE | $1,178 | $1,263-6.7% | $2,125-44.6% | $4,027-70.7% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |