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 | $8,859 | $75,828-88.3% | $147,614-94.0% | $59,632-85.1% |
| Participation rate | 41.9% | 71.6%-29.6pp | 84.6%-42.7pp | 68.7%-26.7pp |
| Annual return | -5.15% | 0.37%-5.5pp | 61.98%-67.1pp | 2041.28%-2046.4pp |
| Employer contribution / active EE | $1,076 | $3,485-69.1% | $5,564-80.7% | $2,203-51.1% |
| Participant deferral / active EE | $1,475 | $3,130-52.9% | $4,895-69.9% | $3,192-53.8% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |