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 | $6,699 | $30,732-78.2% | $59,496-88.7% | $59,632-88.8% |
| Participation rate | 36.4% | 43.2%-6.8pp | 54.6%-18.2pp | 68.7%-32.3pp |
| Annual return | -5.82% | 4.47%-10.3pp | 182.05%-187.9pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $771 | $631+22.3% | $1,153-33.1% | $2,203-65.0% |
| Participant deferral / active EE | $1,017 | $1,183-14.0% | $1,829-44.4% | $3,192-68.1% |
| Admin fee / account holder | $284 | $2,136-86.7% | $2,232-87.3% | $4,297-93.4% |