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 | $7,589 | $76,000-90.0% | $154,107-95.1% | $64,186-88.2% |
| Participation rate | 28.6% | 70.4%-41.8pp | 83.0%-54.5pp | 69.6%-41.0pp |
| Annual return | -15.53% | 30.32%-45.8pp | 735.12%-750.6pp | 7.63%-23.2pp |
| Employer contribution / active EE | $598 | $3,351-82.2% | $5,298-88.7% | $2,381-74.9% |
| Participant deferral / active EE | $976 | $3,175-69.3% | $5,081-80.8% | $3,470-71.9% |
| Admin fee / account holder | $78 | $5,596-98.6% | $13,411-99.4% | $4,888-98.4% |