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 | $2,043 | $107,791-98.1% | $90,645-97.7% | $135,375-98.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -18.61% | -0.90%-17.7pp | 1.88%-20.5pp | 519.73%-538.3pp |
| Employer contribution / active EE | $365 | $3,018-87.9% | $2,532-85.6% | $4,779-92.4% |
| Participant deferral / active EE | $826 | $3,872-78.7% | $3,425-75.9% | $5,609-85.3% |
| Admin fee / account holder | $11 | $5,930-99.8% | $4,994-99.8% | $10,827-99.9% |