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 5-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 | $12,459 | $129,942-90.4% | $104,294-88.1% | $134,475-90.7% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -21.77% | 42.03%-63.8pp | 24.61%-46.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,400 | $4,184-66.5% | $3,372-58.5% | $4,740-70.5% |
| Participant deferral / active EE | $3,500 | $5,588-37.4% | $4,625-24.3% | $6,400-45.3% |
| Admin fee / account holder | $14 | $9,323-99.8% | $7,339-99.8% | $11,426-99.9% |