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 | $10,246 | $95,971-89.3% | $74,550-86.3% | $135,375-92.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.15% | 56.96%-67.1pp | 32.53%-42.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $570 | $2,716-79.0% | $1,961-70.9% | $4,779-88.1% |
| Participant deferral / active EE | $2,020 | $3,843-47.5% | $3,108-35.0% | $5,609-64.0% |
| Admin fee / account holder | $79 | $6,522-98.8% | $5,060-98.4% | $10,827-99.3% |