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 | $14,189 | $211,958-93.3% | $169,463-91.6% | $135,375-89.5% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -17.04% | 3.26%-20.3pp | 1.83%-18.9pp | 519.73%-536.8pp |
| Employer contribution / active EE | $1,902 | $5,120-62.9% | $4,159-54.3% | $4,779-60.2% |
| Participant deferral / active EE | $2,597 | $6,075-57.3% | $5,277-50.8% | $5,609-53.7% |
| Admin fee / account holder | $54 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |