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 | $5,850 | $78,694-92.6% | $67,652-91.4% | $125,391-95.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -7.61% | 9.46%-17.1pp | 6625.04%-6632.7pp | 282.22%-289.8pp |
| Employer contribution / active EE | $1,192 | $3,044-60.8% | $2,266-47.4% | $4,866-75.5% |
| Participant deferral / active EE | $1,523 | $4,292-64.5% | $3,560-57.2% | $5,352-71.5% |
| Admin fee / account holder | $264 | $7,403-96.4% | $4,821-94.5% | $9,540-97.2% |