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 10-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 | $232,540-100.0% | $185,117-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | -0.95% | 43.03%-44.0pp | 40.50%-41.4pp | 578.55%-579.5pp |
| Employer contribution / active EE | $1,551 | $5,195-70.2% | $4,182-62.9% | $4,876-68.2% |
| Participant deferral / active EE | $5,565 | $5,834-4.6% | $5,045+10.3% | $5,439+2.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |