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 | $149,333-100.0% | $106,387-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 77.5%-77.5pp | 82.6%-82.6pp |
| Annual return | -9.82% | 0.52%-10.3pp | 0.25%-10.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $5,199 | $4,984+4.3% | $3,520+47.7% | $4,779+8.8% |
| Participant deferral / active EE | $20,108 | $7,230+178.1% | $5,421+270.9% | $5,609+258.5% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |