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 | $6,838 | $138,065-95.0% | $123,544-94.5% | $135,375-94.9% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -18.76% | 153.68%-172.4pp | 119.20%-138.0pp | 519.73%-538.5pp |
| Employer contribution / active EE | $1,166 | $5,151-77.4% | $4,628-74.8% | $4,779-75.6% |
| Participant deferral / active EE | $3,341 | $6,799-50.9% | $6,426-48.0% | $5,609-40.4% |
| Admin fee / account holder | $249 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |