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 | $11,266 | $78,705-85.7% | $117,854-90.4% | $70,131-83.9% |
| Participation rate | 54.5% | 73.2%-18.6pp | 79.7%-25.1pp | 69.5%-15.0pp |
| Annual return | 11.27% | 23.30%-12.0pp | 335.08%-323.8pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,316 | $2,223-40.8% | $3,786-65.2% | $2,342-43.8% |
| Participant deferral / active EE | $3,036 | $3,297-7.9% | $4,482-32.3% | $3,332-8.9% |
| Admin fee / account holder | $7 | $5,065-99.9% | $8,020-99.9% | $4,645-99.9% |