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 | $8,695 | $50,958-82.9% | $74,550-88.3% | $64,186-86.5% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -10.83% | -1.86%-9.0pp | 32.53%-43.4pp | 7.63%-18.5pp |
| Employer contribution / active EE | $296 | $1,115-73.5% | $1,961-84.9% | $2,381-87.6% |
| Participant deferral / active EE | $2,133 | $2,301-7.3% | $3,108-31.4% | $3,470-38.5% |
| Admin fee / account holder | $192 | $4,223-95.4% | $5,060-96.2% | $4,888-96.1% |