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 | $81,248-100.0% | $155,509-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 0.81% | 33.31%-32.5pp | 64.67%-63.9pp | 35.59%-34.8pp |
| Employer contribution / active EE | $18,746 | $3,100+504.7% | $4,672+301.2% | $2,755+580.5% |
| Participant deferral / active EE | $10,641 | $3,452+208.3% | $5,626+89.1% | $4,296+147.7% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |