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 | $165,335-100.0% | $149,696-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -1.56% | 348.15%-349.7pp | 276.60%-278.2pp | 302.83%-304.4pp |
| Employer contribution / active EE | $35,336 | $5,103+592.5% | $4,644+660.8% | $4,761+642.2% |
| Participant deferral / active EE | $7,803 | $7,181+8.7% | $6,842+14.1% | $5,982+30.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |