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 | $34,934-100.0% | $56,411-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 32.8%-32.8pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 10.58% | 25.94%-15.4pp | 1701.33%-1690.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $141 | $609-76.9% | $1,039-86.4% | $2,623-94.6% |
| Participant deferral / active EE | $260 | $1,170-77.8% | $1,952-86.7% | $4,346-94.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |