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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,174 | $95,193-91.4% | $76,523-89.3% | $135,375-94.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -12.67% | 4.85%-17.5pp | -0.27%-12.4pp | 519.73%-532.4pp |
| Employer contribution / active EE | $998 | $3,302-69.8% | $2,647-62.3% | $4,779-79.1% |
| Participant deferral / active EE | $1,833 | $4,639-60.5% | $3,835-52.2% | $5,609-67.3% |
| Admin fee / account holder | $81 | $6,249-98.7% | $4,848-98.3% | $10,827-99.2% |