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 | $8,698 | $158,817-94.5% | $121,196-92.8% | $135,375-93.6% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.7%-43.2pp | 82.6%-54.1pp |
| Annual return | -9.86% | -0.64%-9.2pp | 16.93%-26.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $765 | $5,665-86.5% | $4,022-81.0% | $4,779-84.0% |
| Participant deferral / active EE | $707 | $4,005-82.3% | $3,344-78.9% | $5,609-87.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |