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 | $228,332-100.0% | $185,823-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 2.79% | 40.80%-38.0pp | 35.95%-33.2pp | 302.83%-300.0pp |
| Employer contribution / active EE | $18,750 | $4,967+277.5% | $4,087+358.7% | $4,761+293.8% |
| Participant deferral / active EE | $12,250 | $6,415+91.0% | $5,632+117.5% | $5,982+104.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |