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 9-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 | $125,758-100.0% | $169,993-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.0%-87.0pp | 67.2%-67.2pp |
| Annual return | 6.11% | 27.20%-21.1pp | 53.37%-47.3pp | 160.62%-154.5pp |
| Employer contribution / active EE | $2,416 | $4,615-47.6% | $6,785-64.4% | $2,670-9.5% |
| Participant deferral / active EE | $3,205 | $6,837-53.1% | $10,408-69.2% | $4,125-22.3% |
| Admin fee / account holder | $0 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |