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 | $13,177 | $57,354-77.0% | $83,848-84.3% | $64,186-79.5% |
| Participation rate | 56.0% | 68.6%-12.6pp | 76.1%-20.1pp | 69.6%-13.6pp |
| Annual return | -11.14% | 11.38%-22.5pp | 850.88%-862.0pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,280 | $2,545-49.7% | $3,631-64.8% | $2,381-46.2% |
| Participant deferral / active EE | $2,629 | $2,993-12.2% | $4,082-35.6% | $3,470-24.2% |
| Admin fee / account holder | $13 | $4,046-99.7% | $5,478-99.8% | $4,888-99.7% |