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 | $153,772-100.0% | $133,980-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 1.00% | 36.51%-35.5pp | 29.30%-28.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $3,089 | $6,029-48.8% | $5,211-40.7% | $4,869-36.5% |
| Participant deferral / active EE | $12,816 | $6,958+84.2% | $6,282+104.0% | $5,287+142.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |