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 | $13,449 | $77,813-82.7% | $123,544-89.1% | $64,186-79.0% |
| Participation rate | 21.4% | 74.7%-53.3pp | 82.3%-60.9pp | 69.6%-48.1pp |
| Annual return | -25.05% | 12.48%-37.5pp | 119.20%-144.2pp | 7.63%-32.7pp |
| Employer contribution / active EE | $641 | $3,014-78.7% | $4,628-86.2% | $2,381-73.1% |
| Participant deferral / active EE | $2,392 | $5,240-54.3% | $6,426-62.8% | $3,470-31.0% |
| Admin fee / account holder | $19 | $5,519-99.7% | $9,284-99.8% | $4,888-99.6% |