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 4-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 | $6,409 | $25,979-75.3% | $71,735-91.1% | $68,494-90.6% |
| Participation rate | 25.0% | 54.5%-29.5pp | 62.3%-37.3pp | 67.9%-42.9pp |
| Annual return | -41.75% | -15.10%-26.7pp | 9.14%-50.9pp | -7.84%-33.9pp |
| Employer contribution / active EE | $472 | $900-47.6% | $1,704-72.3% | $2,596-81.8% |
| Participant deferral / active EE | $2,058 | $1,522+35.2% | $2,658-22.6% | $4,027-48.9% |
| Admin fee / account holder | $121 | $2,022-94.0% | $3,974-97.0% | $5,403-97.8% |