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 | $5,951 | $27,641-78.5% | $61,373-90.3% | $68,494-91.3% |
| Participation rate | 19.2% | 39.5%-20.3pp | 52.6%-33.3pp | 67.9%-48.7pp |
| Annual return | -41.81% | -13.24%-28.6pp | 338.61%-380.4pp | -7.84%-34.0pp |
| Employer contribution / active EE | $449 | $695-35.5% | $1,159-61.3% | $2,596-82.7% |
| Participant deferral / active EE | $939 | $1,263-25.6% | $2,125-55.8% | $4,027-76.7% |
| Admin fee / account holder | $45 | $2,010-97.8% | $2,130-97.9% | $5,403-99.2% |