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 | $5,363 | $25,979-79.4% | $71,735-92.5% | $68,494-92.2% |
| Participation rate | 20.0% | 54.5%-34.5pp | 62.3%-42.3pp | 67.9%-47.9pp |
| Annual return | -50.85% | -15.10%-35.8pp | 9.14%-60.0pp | -7.84%-43.0pp |
| Employer contribution / active EE | $325 | $900-63.9% | $1,704-80.9% | $2,596-87.5% |
| Participant deferral / active EE | $860 | $1,522-43.5% | $2,658-67.7% | $4,027-78.7% |
| Admin fee / account holder | $12 | $2,022-99.4% | $3,974-99.7% | $5,403-99.8% |