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 | $8,128 | $43,327-81.2% | $59,878-86.4% | $64,186-87.3% |
| Participation rate | 53.8% | 69.2%-15.3pp | 74.7%-20.9pp | 69.6%-15.7pp |
| Annual return | -12.73% | -1.55%-11.2pp | 3.46%-16.2pp | 7.63%-20.4pp |
| Employer contribution / active EE | $436 | $2,028-78.5% | $2,722-84.0% | $2,381-81.7% |
| Participant deferral / active EE | $2,067 | $2,546-18.8% | $3,402-39.2% | $3,470-40.4% |
| Admin fee / account holder | $77 | $3,005-97.4% | $3,590-97.9% | $4,888-98.4% |