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 | $8,113 | $90,600-91.0% | $79,464-89.8% | $135,375-94.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -10.62% | 977.43%-988.1pp | 718.14%-728.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $686 | $3,068-77.6% | $2,800-75.5% | $4,779-85.6% |
| Participant deferral / active EE | $941 | $4,050-76.8% | $3,704-74.6% | $5,609-83.2% |
| Admin fee / account holder | $85 | $5,907-98.6% | $5,113-98.3% | $10,827-99.2% |