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 3-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 | $95,266-100.0% | $82,389-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 9.56% | 25.74%-16.2pp | 28.67%-19.1pp | 217.08%-207.5pp |
| Employer contribution / active EE | $10,600 | $2,991+254.4% | $2,517+321.1% | $4,299+146.6% |
| Participant deferral / active EE | $22,224 | $4,809+362.1% | $4,155+434.9% | $6,507+241.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |