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 | $8,973 | $97,757-90.8% | $83,848-89.3% | $135,375-93.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -15.57% | 1287.37%-1302.9pp | 850.88%-866.5pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,901 | $4,222-55.0% | $3,631-47.6% | $4,779-60.2% |
| Participant deferral / active EE | $2,432 | $4,682-48.1% | $4,082-40.4% | $5,609-56.6% |
| Admin fee / account holder | $46 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |