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 | $109,817-100.0% | $98,442-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | -51.71% | 1956.69%-2008.4pp | 1492.73%-1544.4pp | 478.56%-530.3pp |
| Employer contribution / active EE | $2,363 | $3,224-26.7% | $2,960-20.2% | $4,837-51.2% |
| Participant deferral / active EE | $3,392 | $4,673-27.4% | $4,276-20.7% | $6,341-46.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |