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 | $95,416-100.0% | $185,823-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 81.7%-81.7pp | 69.3%-69.3pp |
| Annual return | 10.21% | 23.59%-13.4pp | 122.05%-111.8pp | 318.53%-308.3pp |
| Employer contribution / active EE | $418 | $3,314-87.4% | $5,167-91.9% | $2,565-83.7% |
| Participant deferral / active EE | $2,301 | $3,423-32.8% | $5,568-58.7% | $3,952-41.8% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |