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 | $11,515 | $197,825-94.2% | $155,790-92.6% | $125,391-90.8% |
| Participation rate | 68.8% | 82.1%-13.3pp | 76.1%-7.3pp | 83.2%-14.4pp |
| Annual return | -9.60% | 86.74%-96.3pp | 71.54%-81.1pp | 282.22%-291.8pp |
| Employer contribution / active EE | $1,563 | $4,847-67.8% | $3,836-59.3% | $4,866-67.9% |
| Participant deferral / active EE | $2,915 | $5,630-48.2% | $4,797-39.2% | $5,352-45.5% |
| Admin fee / account holder | $18 | $9,545-99.8% | $7,478-99.8% | $9,540-99.8% |