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 | $49,922-100.0% | $80,569-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 55.3%-55.3pp | 67.0%-67.0pp | 67.2%-67.2pp |
| Annual return | 12.64% | 34.69%-22.0pp | 935.43%-922.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $618 | $1,698-63.6% | $2,723-77.3% | $2,670-76.9% |
| Participant deferral / active EE | $1,429 | $2,990-52.2% | $4,447-67.9% | $4,125-65.4% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |