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 | $99,079-100.0% | $77,999-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 0.22% | 217.93%-217.7pp | 425.96%-425.7pp | 41.45%-41.2pp |
| Employer contribution / active EE | $698 | $3,308-78.9% | $2,470-71.7% | $4,869-85.7% |
| Participant deferral / active EE | $1,075 | $4,306-75.0% | $3,497-69.3% | $5,287-79.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |