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 | $6,506 | $129,942-95.0% | $104,294-93.8% | $134,475-95.2% |
| Participation rate | 42.1% | 79.5%-37.4pp | 73.3%-31.2pp | 81.2%-39.1pp |
| Annual return | -36.45% | 42.03%-78.5pp | 24.61%-61.1pp | 417.96%-454.4pp |
| Employer contribution / active EE | $855 | $4,184-79.6% | $3,372-74.7% | $4,740-82.0% |
| Participant deferral / active EE | $1,519 | $5,588-72.8% | $4,625-67.1% | $6,400-76.3% |
| Admin fee / account holder | $101 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |