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 | $13,862 | $77,813-82.2% | $123,544-88.8% | $64,186-78.4% |
| Participation rate | 27.0% | 74.7%-47.7pp | 82.3%-55.3pp | 69.6%-42.5pp |
| Annual return | -20.57% | 12.48%-33.0pp | 119.20%-139.8pp | 7.63%-28.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,776 | $5,240-47.0% | $6,426-56.8% | $3,470-20.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |