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 | $20,298 | $140,588-85.6% | $123,104-83.5% | $125,391-83.8% |
| Participation rate | 61.5% | 88.2%-26.7pp | 86.8%-25.2pp | 83.2%-21.7pp |
| Annual return | -9.25% | 16.80%-26.0pp | 13.22%-22.5pp | 282.22%-291.5pp |
| Employer contribution / active EE | $2,060 | $6,041-65.9% | $5,151-60.0% | $4,866-57.7% |
| Participant deferral / active EE | $4,953 | $6,980-29.0% | $6,230-20.5% | $5,352-7.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |