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 | $12,274 | $127,100-90.3% | $105,738-88.4% | $135,375-90.9% |
| Participation rate | 52.9% | 82.7%-29.8pp | 76.3%-23.4pp | 82.6%-29.7pp |
| Annual return | -10.92% | 4.49%-15.4pp | 6.27%-17.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,394 | $4,107-66.1% | $3,268-57.4% | $4,779-70.8% |
| Participant deferral / active EE | $2,363 | $5,064-53.3% | $4,080-42.1% | $5,609-57.9% |
| Admin fee / account holder | $20 | $9,087-99.8% | $6,913-99.7% | $10,827-99.8% |