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 | $64,480-100.0% | $81,382-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.6%-67.6pp |
| Annual return | 9.61% | 16.34%-6.7pp | 24.73%-15.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,081 | $3,094-65.1% | $3,883-72.2% | $4,296-74.8% |
| Admin fee / account holder | $0 | $5,671-100.0% | $5,768-100.0% | $6,918-100.0% |