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 | $8,498 | $42,894-80.2% | $60,874-86.0% | $68,494-87.6% |
| Participation rate | 65.5% | 66.8%-1.3pp | 73.1%-7.6pp | 67.9%-2.4pp |
| Annual return | -21.00% | -13.98%-7.0pp | 16.90%-37.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,320 | $1,978-33.3% | $2,701-51.1% | $2,596-49.2% |
| Participant deferral / active EE | $1,821 | $2,867-36.5% | $3,817-52.3% | $4,027-54.8% |
| Admin fee / account holder | $75 | $3,101-97.6% | $3,224-97.7% | $5,403-98.6% |