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 | $8,150 | $127,386-93.6% | $115,037-92.9% | $125,391-93.5% |
| Participation rate | 36.4% | 84.2%-47.8pp | 81.4%-45.0pp | 83.2%-46.8pp |
| Annual return | -4.08% | 31.28%-35.4pp | 26.14%-30.2pp | 282.22%-286.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,605 | $6,423-59.4% | $6,026-56.8% | $5,352-51.3% |
| Admin fee / account holder | $11 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |