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 | $14,709 | $39,162-62.4% | $100,671-85.4% | $59,632-75.3% |
| Participation rate | 65.9% | 55.9%+10.1pp | 70.7%-4.8pp | 68.7%-2.8pp |
| Annual return | -6.68% | 21.07%-27.8pp | 20.43%-27.1pp | 2041.28%-2048.0pp |
| Employer contribution / active EE | $562 | $1,151-51.1% | $4,012-86.0% | $2,203-74.5% |
| Participant deferral / active EE | $770 | $1,992-61.3% | $3,144-75.5% | $3,192-75.9% |
| Admin fee / account holder | $79 | $2,969-97.3% | $4,850-98.4% | $4,297-98.2% |