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 | $124,281-100.0% | $109,143-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 6.58% | 26.04%-19.5pp | 25.75%-19.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,846 | $4,207-56.1% | $3,722-50.4% | $4,837-61.8% |
| Participant deferral / active EE | $4,086 | $5,255-22.3% | $4,653-12.2% | $6,341-35.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |