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 | $3,821 | $99,020-96.1% | $86,590-95.6% | $147,584-97.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 0.63% | 1312.34%-1311.7pp | 964.84%-964.2pp | 578.55%-577.9pp |
| Employer contribution / active EE | $525 | $3,132-83.2% | $2,839-81.5% | $4,876-89.2% |
| Participant deferral / active EE | $750 | $3,972-81.1% | $3,609-79.2% | $5,439-86.2% |
| Admin fee / account holder | $11 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |