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 | $7,314 | $99,032-92.6% | $80,019-90.9% | $135,375-94.6% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -10.31% | 15.39%-25.7pp | 11.22%-21.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $894 | $3,043-70.6% | $2,468-63.8% | $4,779-81.3% |
| Participant deferral / active EE | $1,410 | $4,282-67.1% | $3,686-61.8% | $5,609-74.9% |
| Admin fee / account holder | $32 | $10,436-99.7% | $6,521-99.5% | $10,827-99.7% |