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 | $6,638 | $86,699-92.3% | $73,307-90.9% | $125,391-94.7% |
| Participation rate | 46.2% | 78.6%-32.5pp | 74.9%-28.8pp | 83.2%-37.0pp |
| Annual return | -57.56% | 2.78%-60.3pp | 5.67%-63.2pp | 282.22%-339.8pp |
| Employer contribution / active EE | $1,302 | $4,152-68.6% | $3,237-59.8% | $4,866-73.2% |
| Participant deferral / active EE | $1,705 | $5,550-69.3% | $4,991-65.8% | $5,352-68.1% |
| Admin fee / account holder | $1 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |