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 | $10,850 | $95,971-88.7% | $74,550-85.4% | $135,375-92.0% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -21.76% | 56.96%-78.7pp | 32.53%-54.3pp | 519.73%-541.5pp |
| Employer contribution / active EE | $1,647 | $2,716-39.4% | $1,961-16.0% | $4,779-65.5% |
| Participant deferral / active EE | $2,791 | $3,843-27.4% | $3,108-10.2% | $5,609-50.2% |
| Admin fee / account holder | $25 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |