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 | $112,300-100.0% | $90,223-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.0%-79.0pp | 83.2%-83.2pp |
| Annual return | -13.23% | -0.57%-12.7pp | 1.31%-14.5pp | 282.22%-295.5pp |
| Employer contribution / active EE | $1,380 | $5,181-73.4% | $4,378-68.5% | $4,866-71.6% |
| Participant deferral / active EE | $2,339 | $6,733-65.3% | $5,792-59.6% | $5,352-56.3% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |