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 | $4,330 | $32,117-86.5% | $71,086-93.9% | $64,186-93.3% |
| Participation rate | 60.0% | 42.7%+17.3pp | 54.7%+5.3pp | 69.6%-9.6pp |
| Annual return | -21.83% | -5.57%-16.3pp | 650.59%-672.4pp | 7.63%-29.5pp |
| Employer contribution / active EE | $499 | $712-29.9% | $1,088-54.1% | $2,381-79.0% |
| Participant deferral / active EE | $890 | $1,263-29.5% | $1,874-52.5% | $3,470-74.3% |
| Admin fee / account holder | $215 | $2,759-92.2% | $3,082-93.0% | $4,888-95.6% |