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 5-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 | $4,383 | $39,798-89.0% | $67,711-93.5% | $59,632-92.6% |
| Participation rate | 54.2% | 57.4%-3.2pp | 67.5%-13.4pp | 68.7%-14.5pp |
| Annual return | -9.59% | 89.94%-99.5pp | 25.41%-35.0pp | 2041.28%-2050.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,083 | $2,335-10.8% | $3,585-41.9% | $3,192-34.7% |
| Admin fee / account holder | $173 | $3,212-94.6% | $4,255-95.9% | $4,297-96.0% |