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 | $933 | $90,320-99.0% | $59,496-98.4% | $125,391-99.3% |
| Participation rate | 35.7% | 68.3%-32.6pp | 54.6%-18.8pp | 83.2%-47.5pp |
| Annual return | -18.76% | 369.13%-387.9pp | 182.05%-200.8pp | 282.22%-301.0pp |
| Employer contribution / active EE | $168 | $1,792-90.6% | $1,153-85.4% | $4,866-96.6% |
| Participant deferral / active EE | $157 | $2,716-94.2% | $1,829-91.4% | $5,352-97.1% |
| Admin fee / account holder | $13 | $3,063-99.6% | $2,232-99.4% | $9,540-99.9% |