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 | $2,846 | $54,350-94.8% | $82,719-96.6% | $68,494-95.8% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -126.69% | -13.67%-113.0pp | 701.18%-827.9pp | -7.84%-118.8pp |
| Employer contribution / active EE | $834 | $2,218-62.4% | $3,009-72.3% | $2,596-67.9% |
| Participant deferral / active EE | $1,312 | $3,246-59.6% | $4,395-70.1% | $4,027-67.4% |
| Admin fee / account holder | $68 | $4,395-98.4% | $5,329-98.7% | $5,403-98.7% |