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 | $8,648 | $75,828-88.6% | $147,614-94.1% | $59,632-85.5% |
| Participation rate | 49.2% | 71.6%-22.4pp | 84.6%-35.4pp | 68.7%-19.5pp |
| Annual return | -3.01% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $531 | $3,485-84.7% | $5,564-90.4% | $2,203-75.9% |
| Participant deferral / active EE | $1,148 | $3,130-63.3% | $4,895-76.5% | $3,192-64.0% |
| Admin fee / account holder | $25 | $5,985-99.6% | $11,611-99.8% | $4,297-99.4% |