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 | $11,906 | $81,632-85.4% | $70,449-83.1% | $158,922-92.5% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | -1.10% | 208.40%-209.5pp | 109.03%-110.1pp | 302.83%-303.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,311 | $4,554-71.2% | $3,709-64.6% | $5,982-78.1% |
| Admin fee / account holder | $146 | $6,193-97.6% | $3,845-96.2% | $11,246-98.7% |