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 | $5,406 | $197,825-97.3% | $155,790-96.5% | $125,391-95.7% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -6.93% | 86.74%-93.7pp | 71.54%-78.5pp | 282.22%-289.2pp |
| Employer contribution / active EE | $863 | $4,847-82.2% | $3,836-77.5% | $4,866-82.3% |
| Participant deferral / active EE | $1,795 | $5,630-68.1% | $4,797-62.6% | $5,352-66.5% |
| Admin fee / account holder | $16 | $9,545-99.8% | $7,478-99.8% | $9,540-99.8% |