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 | $6,651 | $43,327-84.6% | $59,878-88.9% | $64,186-89.6% |
| Participation rate | 37.9% | 69.2%-31.2pp | 74.7%-36.8pp | 69.6%-31.6pp |
| Annual return | -11.62% | -1.55%-10.1pp | 3.46%-15.1pp | 7.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $849 | $2,546-66.6% | $3,402-75.0% | $3,470-75.5% |
| Admin fee / account holder | $42 | $3,005-98.6% | $3,590-98.8% | $4,888-99.1% |