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 | $17,285 | $138,065-87.5% | $123,544-86.0% | $135,375-87.2% |
| Participation rate | 38.1% | 84.7%-46.6pp | 82.3%-44.2pp | 82.6%-44.5pp |
| Annual return | -10.82% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,324 | $5,151-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $2,316 | $6,799-65.9% | $6,426-63.9% | $5,609-58.7% |
| Admin fee / account holder | $65 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |