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 | $5,832 | $40,256-85.5% | $57,343-89.8% | $59,632-90.2% |
| Participation rate | 24.0% | 69.2%-45.2pp | 75.1%-51.1pp | 68.7%-44.7pp |
| Annual return | -5.94% | 27.49%-33.4pp | 24.39%-30.3pp | 2041.28%-2047.2pp |
| Employer contribution / active EE | $345 | $1,922-82.0% | $2,689-87.2% | $2,203-84.3% |
| Participant deferral / active EE | $1,065 | $2,399-55.6% | $3,162-66.3% | $3,192-66.6% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |