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 | $26,194-100.0% | - | $79,858-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | - | 69.6%-69.6pp |
| Annual return | 8.71% | 42.01%-33.3pp | - | 31.71%-23.0pp |
| Employer contribution / active EE | $1,238 | $1,555-20.4% | - | $2,471-49.9% |
| Participant deferral / active EE | $2,208 | $1,743+26.6% | - | $3,740-41.0% |
| Admin fee / account holder | $0 | $2,148-100.0% | - | $5,306-100.0% |