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 | $5,085 | $168,632-97.0% | $147,614-96.6% | $125,391-95.9% |
| Participation rate | 52.9% | 88.8%-35.8pp | 84.6%-31.7pp | 83.2%-30.2pp |
| Annual return | -7.41% | 77.65%-85.1pp | 61.98%-69.4pp | 282.22%-289.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,154 | $5,507-60.9% | $4,895-56.0% | $5,352-59.7% |
| Admin fee / account holder | $21 | $13,580-99.8% | $11,611-99.8% | $9,540-99.8% |