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 | $113,935-100.0% | $94,224-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -3.49% | 5.29%-8.8pp | 10.68%-14.2pp | 282.22%-285.7pp |
| Employer contribution / active EE | $4,034 | $4,727-14.7% | $3,587+12.5% | $4,866-17.1% |
| Participant deferral / active EE | $8,321 | $5,179+60.7% | $4,320+92.6% | $5,352+55.5% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |