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 | $7,464 | $50,958-85.4% | $74,550-90.0% | $64,186-88.4% |
| Participation rate | 52.4% | 61.1%-8.7pp | 69.1%-16.8pp | 69.6%-17.2pp |
| Annual return | -8.37% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $672 | $1,115-39.8% | $1,961-65.8% | $2,381-71.8% |
| Participant deferral / active EE | $1,042 | $2,301-54.7% | $3,108-66.5% | $3,470-70.0% |
| Admin fee / account holder | $137 | $4,223-96.8% | $5,060-97.3% | $4,888-97.2% |