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 | $67,894-100.0% | $89,340-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 10.84% | 19.21%-8.4pp | 20.57%-9.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,192 | $1,828-34.8% | $2,231-46.6% | $2,551-53.3% |
| Participant deferral / active EE | $1,587 | $3,072-48.3% | $3,823-58.5% | $4,139-61.7% |
| Admin fee / account holder | $0 | $5,723-100.0% | $6,704-100.0% | $7,234-100.0% |