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 | $8,663 | $53,596-83.8% | $90,645-90.4% | $64,186-86.5% |
| Participation rate | 35.7% | 64.5%-28.8pp | 74.0%-38.3pp | 69.6%-33.9pp |
| Annual return | -9.47% | 4.41%-13.9pp | 1.88%-11.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $773 | $1,503-48.6% | $2,532-69.5% | $2,381-67.6% |
| Participant deferral / active EE | $987 | $2,459-59.9% | $3,425-71.2% | $3,470-71.5% |
| Admin fee / account holder | $146 | $3,868-96.2% | $4,994-97.1% | $4,888-97.0% |