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 | $7,152 | $95,971-92.5% | $74,550-90.4% | $135,375-94.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -11.07% | 56.96%-68.0pp | 32.53%-43.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $932 | $2,716-65.7% | $1,961-52.5% | $4,779-80.5% |
| Participant deferral / active EE | $1,461 | $3,843-62.0% | $3,108-53.0% | $5,609-73.9% |
| Admin fee / account holder | $133 | $6,522-98.0% | $5,060-97.4% | $10,827-98.8% |