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 | $19,182 | $90,503-78.8% | $78,689-75.6% | $273,961-93.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 1.88% | 75.60%-73.7pp | 62.18%-60.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,488 | $3,176-53.2% | $2,851-47.8% | $4,869-69.4% |
| Participant deferral / active EE | $6,879 | $3,901+76.3% | $3,517+95.6% | $5,287+30.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |