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 | $10,930 | $138,065-92.1% | $123,544-91.2% | $135,375-91.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.10% | 153.68%-165.8pp | 119.20%-131.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,022 | $5,151-80.2% | $4,628-77.9% | $4,779-78.6% |
| Participant deferral / active EE | $2,570 | $6,799-62.2% | $6,426-60.0% | $5,609-54.2% |
| Admin fee / account holder | $246 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |