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 4-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 | $13,750 | $150,187-90.8% | $120,354-88.6% | $145,922-90.6% |
| Participation rate | 41.2% | 78.8%-37.6pp | 71.9%-30.7pp | 80.3%-39.1pp |
| Annual return | 6.48% | 154.07%-147.6pp | 107.15%-100.7pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,534 | $4,348-64.7% | $3,463-55.7% | $4,660-67.1% |
| Participant deferral / active EE | $1,677 | $6,173-72.8% | $4,991-66.4% | $6,688-74.9% |
| Admin fee / account holder | $181 | $12,207-98.5% | $9,423-98.1% | $13,397-98.6% |