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 | $9,079 | $39,859-77.2% | $78,689-88.5% | $57,658-84.3% |
| Participation rate | 47.7% | 66.1%-18.4pp | 73.6%-25.8pp | 70.2%-22.5pp |
| Annual return | -51.87% | 18.96%-70.8pp | 62.18%-114.0pp | 5.13%-57.0pp |
| Employer contribution / active EE | $699 | $1,786-60.8% | $2,851-75.5% | $1,974-64.6% |
| Participant deferral / active EE | $947 | $2,248-57.9% | $3,517-73.1% | $3,061-69.1% |
| Admin fee / account holder | $48 | $76-36.7% | $4,510-98.9% | $95-49.0% |