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 | $11,913 | $27,641-56.9% | $61,373-80.6% | $68,494-82.6% |
| Participation rate | 20.7% | 39.5%-18.8pp | 52.6%-31.9pp | 67.9%-47.2pp |
| Annual return | -21.60% | -13.24%-8.4pp | 338.61%-360.2pp | -7.84%-13.8pp |
| Employer contribution / active EE | $411 | $695-40.9% | $1,159-64.6% | $2,596-84.2% |
| Participant deferral / active EE | $1,749 | $1,263+38.5% | $2,125-17.7% | $4,027-56.6% |
| Admin fee / account holder | $272 | $2,010-86.5% | $2,130-87.2% | $5,403-95.0% |