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 | $10,374 | $72,404-85.7% | $110,238-90.6% | $64,186-83.8% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | -10.94% | -6.29%-4.7pp | 314.74%-325.7pp | 7.63%-18.6pp |
| Employer contribution / active EE | $634 | $2,282-72.2% | $3,826-83.4% | $2,381-73.4% |
| Participant deferral / active EE | $1,672 | $3,469-51.8% | $4,672-64.2% | $3,470-51.8% |
| Admin fee / account holder | $251 | $5,664-95.6% | $8,547-97.1% | $4,888-94.9% |