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 | $76,367-100.0% | $93,606-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 5.26% | 25.82%-20.6pp | 32.76%-27.5pp | 81.00%-75.7pp |
| Employer contribution / active EE | $892 | $2,275-60.8% | $2,718-67.2% | $2,440-63.5% |
| Participant deferral / active EE | $1,456 | $3,538-58.8% | $4,069-64.2% | $3,607-59.6% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |