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 | $13,857 | $58,694-76.4% | $142,863-90.3% | $85,850-83.9% |
| Participation rate | 55.2% | 58.5%-3.3pp | 71.9%-16.8pp | 69.3%-14.1pp |
| Annual return | 3.93% | 27.72%-23.8pp | 5637.54%-5633.6pp | 318.53%-314.6pp |
| Employer contribution / active EE | $343 | $1,423-75.9% | $4,144-91.7% | $2,565-86.6% |
| Participant deferral / active EE | $1,212 | $2,607-53.5% | $3,837-68.4% | $3,952-69.3% |
| Admin fee / account holder | $109 | $4,239-97.4% | $6,560-98.3% | $6,260-98.3% |