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 | $13,715 | $72,177-81.0% | $115,037-88.1% | $59,632-77.0% |
| Participation rate | 15.4% | 72.6%-57.2pp | 81.4%-66.0pp | 68.7%-53.3pp |
| Annual return | -8.48% | 12.02%-20.5pp | 26.14%-34.6pp | 2041.28%-2049.8pp |
| Employer contribution / active EE | $870 | $2,841-69.4% | $4,608-81.1% | $2,203-60.5% |
| Participant deferral / active EE | $2,054 | $4,783-57.0% | $6,026-65.9% | $3,192-35.6% |
| Admin fee / account holder | $148 | $4,927-97.0% | $8,175-98.2% | $4,297-96.5% |