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 5-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 | $14,737 | $227,553-93.5% | $189,557-92.2% | $167,490-91.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 7.28% | 78.40%-71.1pp | 64.17%-56.9pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,684 | $5,316-68.3% | $4,412-61.8% | $4,837-65.2% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,341+36.7% |
| Admin fee / account holder | $35 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |