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 | $11,895 | $138,065-91.4% | $123,544-90.4% | $135,375-91.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -15.58% | 153.68%-169.3pp | 119.20%-134.8pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,849 | $5,151-64.1% | $4,628-60.0% | $4,779-61.3% |
| Participant deferral / active EE | $7,366 | $6,799+8.3% | $6,426+14.6% | $5,609+31.3% |
| Admin fee / account holder | $104 | $10,916-99.1% | $9,284-98.9% | $10,827-99.0% |