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 | $9,670 | $52,836-81.7% | $105,738-90.9% | $64,186-84.9% |
| Participation rate | 35.3% | 66.5%-31.3pp | 76.3%-41.0pp | 69.6%-34.3pp |
| Annual return | -20.01% | 14.30%-34.3pp | 6.27%-26.3pp | 7.63%-27.6pp |
| Employer contribution / active EE | $687 | $1,827-62.4% | $3,268-79.0% | $2,381-71.1% |
| Participant deferral / active EE | $1,556 | $2,545-38.9% | $4,080-61.9% | $3,470-55.2% |
| Admin fee / account holder | $56 | $3,959-98.6% | $6,913-99.2% | $4,888-98.9% |