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 9-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 | $0 | $61,660-100.0% | $80,019-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | -18.61% | -0.33%-18.3pp | 11.22%-29.8pp | 7.63%-26.2pp |
| Employer contribution / active EE | $5,689 | $1,810+214.2% | $2,468+130.5% | $2,381+138.9% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |