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 | $7,592 | $76,000-90.0% | $154,107-95.1% | $64,186-88.2% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -11.05% | 30.32%-41.4pp | 735.12%-746.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $775 | $3,351-76.9% | $5,298-85.4% | $2,381-67.4% |
| Participant deferral / active EE | $1,624 | $3,175-48.8% | $5,081-68.0% | $3,470-53.2% |
| Admin fee / account holder | $233 | $5,596-95.8% | $13,411-98.3% | $4,888-95.2% |