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 | $10,394 | $48,076-78.4% | $78,689-86.8% | $62,891-83.5% |
| Participation rate | 53.8% | 65.2%-11.4pp | 73.6%-19.7pp | 69.3%-15.5pp |
| Annual return | -71.25% | 31.35%-102.6pp | 62.18%-133.4pp | 20.14%-91.4pp |
| Employer contribution / active EE | $1,394 | $2,015-30.8% | $2,851-51.1% | $2,281-38.9% |
| Participant deferral / active EE | $2,462 | $2,588-4.8% | $3,517-30.0% | $3,203-23.1% |
| Admin fee / account holder | $102 | $3,207-96.8% | $4,510-97.7% | $4,296-97.6% |