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 | $9,134 | $99,640-90.8% | $86,436-89.4% | $134,475-93.2% |
| Participation rate | 53.3% | 82.0%-28.7pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -81.99% | 6782.58%-6864.6pp | 4394.89%-4476.9pp | 417.96%-500.0pp |
| Employer contribution / active EE | $1,205 | $4,400-72.6% | $3,769-68.0% | $4,740-74.6% |
| Participant deferral / active EE | $3,564 | $7,246-50.8% | $6,952-48.7% | $6,400-44.3% |
| Admin fee / account holder | $43 | $8,371-99.5% | $6,731-99.4% | $11,426-99.6% |