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 | $7,931 | $76,000-89.6% | $154,107-94.9% | $64,186-87.6% |
| Participation rate | 59.3% | 70.4%-11.2pp | 83.0%-23.8pp | 69.6%-10.3pp |
| Annual return | -9.59% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $992 | $3,175-68.8% | $5,081-80.5% | $3,470-71.4% |
| Admin fee / account holder | $44 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |