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 | $5,581 | $150,440-96.3% | $136,294-95.9% | $147,584-96.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -217.79% | 1049.08%-1266.9pp | 5155.94%-5373.7pp | 578.55%-796.3pp |
| Employer contribution / active EE | $1,150 | $5,256-78.1% | $4,695-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $10,954 | $6,630+65.2% | $6,247+75.3% | $5,439+101.4% |
| Admin fee / account holder | $96 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |