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 | $7,624 | $73,867-89.7% | $143,757-94.7% | $68,494-88.9% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -22.44% | 1.01%-23.5pp | -0.04%-22.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $919 | $3,184-71.2% | $4,951-81.4% | $2,596-64.6% |
| Participant deferral / active EE | $968 | $3,384-71.4% | $5,637-82.8% | $4,027-76.0% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |