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 | $163,101-100.0% | $136,749-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 7.87% | 27.54%-19.7pp | 24.33%-16.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $15,000 | $4,117+264.4% | $3,400+341.2% | $4,299+248.9% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |