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 | $7,274 | $84,695-91.4% | $73,843-90.1% | $125,391-94.2% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.4%-9.2pp | 83.2%-18.9pp |
| Annual return | -6.50% | 3123.53%-3130.0pp | 2267.84%-2274.3pp | 282.22%-288.7pp |
| Employer contribution / active EE | $957 | $3,123-69.3% | $2,787-65.7% | $4,866-80.3% |
| Participant deferral / active EE | $2,803 | $3,992-29.8% | $3,583-21.8% | $5,352-47.6% |
| Admin fee / account holder | $195 | $5,691-96.6% | $4,880-96.0% | $9,540-98.0% |