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 | $10,378 | $127,386-91.9% | $115,037-91.0% | $125,391-91.7% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | -7.72% | 31.28%-39.0pp | 26.14%-33.9pp | 282.22%-289.9pp |
| Employer contribution / active EE | $1,360 | $5,166-73.7% | $4,608-70.5% | $4,866-72.1% |
| Participant deferral / active EE | $2,120 | $6,423-67.0% | $6,026-64.8% | $5,352-60.4% |
| Admin fee / account holder | $90 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |