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 | $100,852-100.0% | $90,404-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 3.17% | 1724.20%-1721.0pp | 1293.02%-1289.8pp | 302.83%-299.7pp |
| Employer contribution / active EE | $3,693 | $3,689+0.1% | $3,262+13.2% | $4,761-22.4% |
| Participant deferral / active EE | $2,652 | $4,348-39.0% | $3,963-33.1% | $5,982-55.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |