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 | $11,782 | $49,227-76.1% | $70,449-83.3% | $79,858-85.2% |
| Participation rate | 53.5% | 69.2%-15.7pp | 75.1%-21.6pp | 69.6%-16.1pp |
| Annual return | -0.74% | 30.06%-30.8pp | 109.03%-109.8pp | 31.71%-32.5pp |
| Employer contribution / active EE | $1,127 | $2,099-46.3% | $2,737-58.8% | $2,471-54.4% |
| Participant deferral / active EE | $898 | $2,768-67.6% | $3,709-75.8% | $3,740-76.0% |
| Admin fee / account holder | $20 | $2,878-99.3% | $3,845-99.5% | $5,306-99.6% |