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 | $4,809 | $54,229-91.1% | $70,092-93.1% | $68,494-93.0% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -62.19% | -13.87%-48.3pp | 190.73%-252.9pp | -7.84%-54.3pp |
| Employer contribution / active EE | $976 | $2,018-51.6% | $2,559-61.8% | $2,596-62.4% |
| Participant deferral / active EE | $1,567 | $2,956-47.0% | $3,849-59.3% | $4,027-61.1% |
| Admin fee / account holder | $99 | $4,694-97.9% | $6,267-98.4% | $5,403-98.2% |