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 | $94,752-100.0% | $112,887-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 81.3%-81.3pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 10.71% | 40.88%-30.2pp | 34.10%-23.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $5,370 | $4,625+16.1% | $4,563+17.7% | $4,751+13.0% |
| Participant deferral / active EE | $3,052 | $6,512-53.1% | $6,513-53.1% | $6,710-54.5% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |