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 | $10,200 | $99,079-89.7% | $77,999-86.9% | $273,961-96.3% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.5%-38.0pp | 83.0%-45.5pp |
| Annual return | -0.17% | 217.93%-218.1pp | 425.96%-426.1pp | 41.45%-41.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,669 | $4,306-38.0% | $3,497-23.7% | $5,287-49.5% |
| Admin fee / account holder | $295 | $8,954-96.7% | $5,480-94.6% | $10,132-97.1% |