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 | $24,936 | $140,588-82.3% | $123,104-79.7% | $125,391-80.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -5.45% | 16.80%-22.3pp | 13.22%-18.7pp | 282.22%-287.7pp |
| Employer contribution / active EE | $3,193 | $6,041-47.2% | $5,151-38.0% | $4,866-34.4% |
| Participant deferral / active EE | $7,189 | $6,980+3.0% | $6,230+15.4% | $5,352+34.3% |
| Admin fee / account holder | $220 | $11,198-98.0% | $9,015-97.6% | $9,540-97.7% |