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 | $18,394 | $211,958-91.3% | $169,463-89.1% | $135,375-86.4% |
| Participation rate | 69.2% | 82.6%-13.4pp | 77.8%-8.6pp | 82.6%-13.4pp |
| Annual return | -11.44% | 3.26%-14.7pp | 1.83%-13.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,093 | $5,120-78.6% | $4,159-73.7% | $4,779-77.1% |
| Participant deferral / active EE | $2,003 | $6,075-67.0% | $5,277-62.0% | $5,609-64.3% |
| Admin fee / account holder | $171 | $11,471-98.5% | $9,109-98.1% | $10,827-98.4% |