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 | $11,729 | $97,757-88.0% | $83,848-86.0% | $135,375-91.3% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | -16.50% | 1287.37%-1303.9pp | 850.88%-867.4pp | 519.73%-536.2pp |
| Employer contribution / active EE | $1,454 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $2,646 | $4,682-43.5% | $4,082-35.2% | $5,609-52.8% |
| Admin fee / account holder | $198 | $6,674-97.0% | $5,478-96.4% | $10,827-98.2% |