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 3-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 | $2,689 | $88,751-97.0% | $81,812-96.7% | $145,922-98.2% |
| Participation rate | 47.8% | 75.0%-27.2pp | 72.3%-24.5pp | 80.3%-32.5pp |
| Annual return | 4.17% | 1025.40%-1021.2pp | 773.79%-769.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $773 | $3,083-74.9% | $2,912-73.4% | $4,660-83.4% |
| Participant deferral / active EE | $1,499 | $4,643-67.7% | $4,319-65.3% | $6,688-77.6% |
| Admin fee / account holder | $140 | $8,415-98.3% | $7,386-98.1% | $13,397-99.0% |