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 9-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 | $47,848-100.0% | $81,478-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 68.0%-68.0pp | 69.5%-69.5pp |
| Annual return | 4.51% | 27.25%-22.7pp | 38.78%-34.3pp | 73.14%-68.6pp |
| Employer contribution / active EE | $649 | $1,527-57.5% | $2,568-74.7% | $2,342-72.3% |
| Participant deferral / active EE | $948 | $2,453-61.4% | $3,537-73.2% | $3,332-71.5% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |