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 | $47,013 | $153,772-69.4% | $133,980-64.9% | $273,961-82.8% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | -10.24% | 36.51%-46.7pp | 29.30%-39.5pp | 41.45%-51.7pp |
| Employer contribution / active EE | $3,769 | $6,029-37.5% | $5,211-27.7% | $4,869-22.6% |
| Participant deferral / active EE | $11,225 | $6,958+61.3% | $6,282+78.7% | $5,287+112.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |