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 | $112,096-100.0% | $95,952-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 5.97% | 171.09%-165.1pp | 91.61%-85.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,719 | $3,198-46.2% | $2,541-32.3% | $4,761-63.9% |
| Participant deferral / active EE | $2,537 | $4,784-47.0% | $4,167-39.1% | $5,982-57.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |