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 | $9,365 | $138,065-93.2% | $123,544-92.4% | $135,375-93.1% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -11.45% | 153.68%-165.1pp | 119.20%-130.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $923 | $5,151-82.1% | $4,628-80.1% | $4,779-80.7% |
| Participant deferral / active EE | $2,732 | $6,799-59.8% | $6,426-57.5% | $5,609-51.3% |
| Admin fee / account holder | $125 | $10,916-98.9% | $9,284-98.7% | $10,827-98.8% |