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 | $6,266 | $45,152-86.1% | $73,843-91.5% | $59,632-89.5% |
| Participation rate | 37.9% | 64.0%-26.1pp | 73.4%-35.5pp | 68.7%-30.7pp |
| Annual return | -10.69% | 27.40%-38.1pp | 2267.84%-2278.5pp | 2041.28%-2052.0pp |
| Employer contribution / active EE | $217 | $1,902-88.6% | $2,787-92.2% | $2,203-90.1% |
| Participant deferral / active EE | $1,463 | $2,574-43.1% | $3,583-59.2% | $3,192-54.1% |
| Admin fee / account holder | $140 | $3,516-96.0% | $4,880-97.1% | $4,297-96.7% |