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 4-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 | $6,502 | $92,703-93.0% | $82,719-92.1% | $134,475-95.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -81.10% | 944.92%-1026.0pp | 701.18%-782.3pp | 417.96%-499.1pp |
| Employer contribution / active EE | $1,753 | $3,274-46.5% | $3,009-41.7% | $4,740-63.0% |
| Participant deferral / active EE | $2,555 | $4,802-46.8% | $4,395-41.9% | $6,400-60.1% |
| Admin fee / account holder | $23 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |