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 | $104,974-100.0% | $95,585-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 8.37% | 210.33%-202.0pp | 38.56%-30.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,045 | $2,779-62.4% | $2,527-58.7% | $4,299-75.7% |
| Participant deferral / active EE | $3,787 | $4,352-13.0% | $4,023-5.8% | $6,507-41.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |