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 | $14,963 | $72,177-79.3% | $115,037-87.0% | $59,632-74.9% |
| Participation rate | 48.2% | 72.6%-24.4pp | 81.4%-33.2pp | 68.7%-20.5pp |
| Annual return | -7.34% | 12.02%-19.4pp | 26.14%-33.5pp | 2041.28%-2048.6pp |
| Employer contribution / active EE | $609 | $2,841-78.6% | $4,608-86.8% | $2,203-72.4% |
| Participant deferral / active EE | $5,971 | $4,783+24.8% | $6,026-0.9% | $3,192+87.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |