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 | $7,532 | $44,850-83.2% | $60,547-87.6% | $59,632-87.4% |
| Participation rate | 26.3% | 59.5%-33.2pp | 68.0%-41.6pp | 68.7%-42.4pp |
| Annual return | -14.76% | 1074.14%-1088.9pp | 335.64%-350.4pp | 2041.28%-2056.0pp |
| Employer contribution / active EE | $478 | $1,462-67.3% | $2,419-80.2% | $2,203-78.3% |
| Participant deferral / active EE | $1,066 | $2,230-52.2% | $3,328-68.0% | $3,192-66.6% |
| Admin fee / account holder | $46 | $3,635-98.7% | $4,536-99.0% | $4,297-98.9% |