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 | $11,461 | $127,100-91.0% | $105,738-89.2% | $135,375-91.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -16.38% | 4.49%-20.9pp | 6.27%-22.7pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,565 | $4,107-61.9% | $3,268-52.1% | $4,779-67.2% |
| Participant deferral / active EE | $2,890 | $5,064-42.9% | $4,080-29.2% | $5,609-48.5% |
| Admin fee / account holder | $26 | $9,087-99.7% | $6,913-99.6% | $10,827-99.8% |