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 | $11,098 | $78,694-85.9% | $67,652-83.6% | $125,391-91.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -4.44% | 9.46%-13.9pp | 6625.04%-6629.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,295 | $4,292-69.8% | $3,560-63.6% | $5,352-75.8% |
| Admin fee / account holder | $171 | $7,403-97.7% | $4,821-96.4% | $9,540-98.2% |