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 | $8,079 | $138,065-94.1% | $123,544-93.5% | $135,375-94.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -15.75% | 153.68%-169.4pp | 119.20%-134.9pp | 519.73%-535.5pp |
| Employer contribution / active EE | $1,478 | $5,151-71.3% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $3,021 | $6,799-55.6% | $6,426-53.0% | $5,609-46.1% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |