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 | $2,647 | $87,540-97.0% | $75,781-96.5% | $125,391-97.9% |
| Participation rate | 30.4% | 80.2%-49.7pp | 75.8%-45.4pp | 83.2%-52.8pp |
| Annual return | -10.49% | 13.48%-24.0pp | 9.68%-20.2pp | 282.22%-292.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,026 | $4,229-75.7% | $3,651-71.9% | $5,352-80.8% |
| Admin fee / account holder | $280 | $6,502-95.7% | $5,299-94.7% | $9,540-97.1% |