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 | $3,336 | $40,256-91.7% | $57,343-94.2% | $59,632-94.4% |
| Participation rate | 64.1% | 69.2%-5.1pp | 75.1%-11.0pp | 68.7%-4.6pp |
| Annual return | -13.11% | 27.49%-40.6pp | 24.39%-37.5pp | 2041.28%-2054.4pp |
| Employer contribution / active EE | $840 | $1,922-56.3% | $2,689-68.8% | $2,203-61.9% |
| Participant deferral / active EE | $1,320 | $2,399-45.0% | $3,162-58.3% | $3,192-58.7% |
| Admin fee / account holder | $105 | $2,818-96.3% | $3,356-96.9% | $4,297-97.6% |