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 | $9,385 | $198,466-95.3% | $170,442-94.5% | $147,584-93.6% |
| Participation rate | 38.9% | 88.0%-49.1pp | 83.6%-44.7pp | 82.8%-43.9pp |
| Annual return | -77.44% | 257.29%-334.7pp | 205.93%-283.4pp | 578.55%-656.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,342 | $5,629-58.4% | $4,939-52.6% | $5,439-56.9% |
| Admin fee / account holder | $75 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |