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 | $15,679 | $99,079-84.2% | $77,999-79.9% | $273,961-94.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.5%-13.0pp | 83.0%-20.5pp |
| Annual return | -1.22% | 217.93%-219.1pp | 425.96%-427.2pp | 41.45%-42.7pp |
| Employer contribution / active EE | $754 | $3,308-77.2% | $2,470-69.5% | $4,869-84.5% |
| Participant deferral / active EE | $1,344 | $4,306-68.8% | $3,497-61.6% | $5,287-74.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |