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 | $8,342 | $168,632-95.1% | $147,614-94.3% | $125,391-93.3% |
| Participation rate | 47.1% | 88.8%-41.7pp | 84.6%-37.6pp | 83.2%-36.1pp |
| Annual return | -10.11% | 77.65%-87.8pp | 61.98%-72.1pp | 282.22%-292.3pp |
| Employer contribution / active EE | $1,287 | $6,252-79.4% | $5,564-76.9% | $4,866-73.6% |
| Participant deferral / active EE | $2,221 | $5,507-59.7% | $4,895-54.6% | $5,352-58.5% |
| Admin fee / account holder | $8 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |