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 | $0 | $34,932-100.0% | $56,441-100.0% | $74,546-100.0% |
| Participation rate | 0.0% | 32.9%-32.9pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 10.58% | 24.90%-14.3pp | 1704.21%-1693.6pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $141 | $608-76.8% | $1,039-86.4% | $2,624-94.6% |
| Participant deferral / active EE | $260 | $1,173-77.8% | $1,953-86.7% | $4,347-94.0% |
| Admin fee / account holder | $0 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |