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 | $20,234 | $71,883-71.9% | $86,677-76.7% | $68,494-70.5% |
| Participation rate | 60.7% | 72.2%-11.5pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -19.78% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,730 | $2,173-20.4% | $2,836-39.0% | $2,596-33.4% |
| Participant deferral / active EE | $2,486 | $3,779-34.2% | $4,656-46.6% | $4,027-38.3% |
| Admin fee / account holder | $173 | $6,112-97.2% | $7,493-97.7% | $5,403-96.8% |