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 | $12,445 | $57,354-78.3% | $83,848-85.2% | $64,186-80.6% |
| Participation rate | 42.9% | 68.6%-25.8pp | 76.1%-33.3pp | 69.6%-26.7pp |
| Annual return | -33.77% | 11.38%-45.1pp | 850.88%-884.6pp | 7.63%-41.4pp |
| Employer contribution / active EE | $1,630 | $2,545-36.0% | $3,631-55.1% | $2,381-31.5% |
| Participant deferral / active EE | $1,858 | $2,993-37.9% | $4,082-54.5% | $3,470-46.4% |
| Admin fee / account holder | $233 | $4,046-94.2% | $5,478-95.7% | $4,888-95.2% |