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 | $10,494 | $76,000-86.2% | $154,107-93.2% | $64,186-83.7% |
| Participation rate | 51.9% | 70.4%-18.6pp | 83.0%-31.2pp | 69.6%-17.7pp |
| Annual return | -12.07% | 30.32%-42.4pp | 735.12%-747.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $579 | $3,351-82.7% | $5,298-89.1% | $2,381-75.7% |
| Participant deferral / active EE | $1,454 | $3,175-54.2% | $5,081-71.4% | $3,470-58.1% |
| Admin fee / account holder | $270 | $5,596-95.2% | $13,411-98.0% | $4,888-94.5% |