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 | $5,525 | $27,641-80.0% | $61,373-91.0% | $68,494-91.9% |
| Participation rate | 25.9% | 39.5%-13.6pp | 52.6%-26.6pp | 67.9%-42.0pp |
| Annual return | -40.95% | -13.24%-27.7pp | 338.61%-379.6pp | -7.84%-33.1pp |
| Employer contribution / active EE | $527 | $695-24.3% | $1,159-54.6% | $2,596-79.7% |
| Participant deferral / active EE | $1,638 | $1,263+29.7% | $2,125-22.9% | $4,027-59.3% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |