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 4-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 | $11,665 | $49,177-76.3% | $79,464-85.3% | $64,186-81.8% |
| Participation rate | 38.5% | 65.0%-26.6pp | 73.3%-34.9pp | 69.6%-31.1pp |
| Annual return | -12.82% | -1.16%-11.7pp | 718.14%-731.0pp | 7.63%-20.5pp |
| Employer contribution / active EE | $792 | $2,076-61.9% | $2,800-71.7% | $2,381-66.7% |
| Participant deferral / active EE | $1,928 | $2,821-31.7% | $3,704-47.9% | $3,470-44.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |