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 | $16,170 | $77,976-79.3% | $81,367-80.1% | $125,391-87.1% |
| Participation rate | 53.8% | 83.3%-29.4pp | 82.3%-28.4pp | 83.2%-29.3pp |
| Annual return | -6.06% | -2.85%-3.2pp | -0.92%-5.1pp | 282.22%-288.3pp |
| Employer contribution / active EE | $1,881 | $4,366-56.9% | $3,930-52.1% | $4,866-61.3% |
| Participant deferral / active EE | $4,041 | $5,646-28.4% | $5,383-24.9% | $5,352-24.5% |
| Admin fee / account holder | $2 | $12,476-100.0% | $8,926-100.0% | $9,540-100.0% |