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 | $30,302 | $99,341-69.5% | $84,750-64.2% | $273,961-88.9% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 0.02% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.4pp |
| Employer contribution / active EE | $3,120 | $4,214-26.0% | $3,574-12.7% | $4,869-35.9% |
| Participant deferral / active EE | $18,000 | $4,269+321.6% | $3,712+385.0% | $5,287+240.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |