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 | $9,869 | $197,825-95.0% | $155,790-93.7% | $125,391-92.1% |
| Participation rate | 63.6% | 82.1%-18.5pp | 76.1%-12.5pp | 83.2%-19.6pp |
| Annual return | -16.46% | 86.74%-103.2pp | 71.54%-88.0pp | 282.22%-298.7pp |
| Employer contribution / active EE | $1,769 | $4,847-63.5% | $3,836-53.9% | $4,866-63.6% |
| Participant deferral / active EE | $3,443 | $5,630-38.9% | $4,797-28.2% | $5,352-35.7% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |