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 | $12,488 | $43,723-71.4% | $121,196-89.7% | $64,186-80.5% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.7%-11.7pp | 69.6%-9.6pp |
| Annual return | -9.11% | 68.91%-78.0pp | 16.93%-26.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,471 | $2,280-35.5% | $3,344-56.0% | $3,470-57.6% |
| Admin fee / account holder | $232 | $3,501-93.4% | $5,019-95.4% | $4,888-95.2% |