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 | $15,940 | $95,971-83.4% | $74,550-78.6% | $135,375-88.2% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -16.30% | 56.96%-73.3pp | 32.53%-48.8pp | 519.73%-536.0pp |
| Employer contribution / active EE | $579 | $2,716-78.7% | $1,961-70.5% | $4,779-87.9% |
| Participant deferral / active EE | $2,327 | $3,843-39.4% | $3,108-25.1% | $5,609-58.5% |
| Admin fee / account holder | $212 | $6,522-96.8% | $5,060-95.8% | $10,827-98.0% |