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 | $5,723 | $127,386-95.5% | $115,037-95.0% | $125,391-95.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -15.48% | 31.28%-46.8pp | 26.14%-41.6pp | 282.22%-297.7pp |
| Employer contribution / active EE | $2,167 | $5,166-58.1% | $4,608-53.0% | $4,866-55.5% |
| Participant deferral / active EE | $2,533 | $6,423-60.6% | $6,026-58.0% | $5,352-52.7% |
| Admin fee / account holder | $52 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |