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 6-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 | $28,528 | $115,770-75.4% | $101,248-71.8% | $158,922-82.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | -0.64% | 56.14%-56.8pp | 46.47%-47.1pp | 302.83%-303.5pp |
| Employer contribution / active EE | $71,000 | $4,175+1600.8% | $3,660+1840.2% | $4,761+1391.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |