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 | $2,734 | $30,732-91.1% | $59,496-95.4% | $59,632-95.4% |
| Participation rate | 47.0% | 43.2%+3.8pp | 54.6%-7.6pp | 68.7%-21.7pp |
| Annual return | -3.70% | 4.47%-8.2pp | 182.05%-185.7pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $408 | $631-35.3% | $1,153-64.6% | $2,203-81.5% |
| Participant deferral / active EE | $754 | $1,183-36.3% | $1,829-58.8% | $3,192-76.4% |
| Admin fee / account holder | $294 | $2,136-86.2% | $2,232-86.8% | $4,297-93.2% |