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 | $5,835 | $48,050-87.9% | $85,969-93.2% | $59,632-90.2% |
| Participation rate | 26.9% | 64.5%-37.5pp | 76.5%-49.6pp | 68.7%-41.7pp |
| Annual return | -23.07% | 0.29%-23.4pp | 9.32%-32.4pp | 2041.28%-2064.4pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,405 | $2,249-37.5% | $3,829-63.3% | $3,192-56.0% |
| Admin fee / account holder | $34 | $3,206-98.9% | $6,053-99.4% | $4,297-99.2% |