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 | $10,077 | $52,681-80.9% | $75,781-86.7% | $59,632-83.1% |
| Participation rate | 64.5% | 67.2%-2.7pp | 75.8%-11.3pp | 68.7%-4.2pp |
| Annual return | -3.70% | 2.95%-6.7pp | 9.68%-13.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $1,415 | $2,193-35.5% | $3,323-57.4% | $2,203-35.8% |
| Participant deferral / active EE | $2,255 | $2,591-12.9% | $3,651-38.2% | $3,192-29.3% |
| Admin fee / account holder | $146 | $3,610-96.0% | $5,299-97.2% | $4,297-96.6% |