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 | $14,598 | $138,044-89.4% | $125,339-88.4% | $134,475-89.1% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -83.31% | 750.33%-833.6pp | 572.05%-655.4pp | 417.96%-501.3pp |
| Employer contribution / active EE | $2,929 | $5,243-44.1% | $4,814-39.1% | $4,740-38.2% |
| Participant deferral / active EE | $6,313 | $7,799-19.1% | $7,446-15.2% | $6,400-1.4% |
| Admin fee / account holder | $106 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |