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 10-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 | $1,757 | $90,600-98.1% | $79,464-97.8% | $135,375-98.7% |
| Participation rate | 68.2% | 76.0%-7.9pp | 73.3%-5.2pp | 82.6%-14.5pp |
| Annual return | -21.67% | 977.43%-999.1pp | 718.14%-739.8pp | 519.73%-541.4pp |
| Employer contribution / active EE | $245 | $3,068-92.0% | $2,800-91.2% | $4,779-94.9% |
| Participant deferral / active EE | $783 | $4,050-80.7% | $3,704-78.9% | $5,609-86.0% |
| Admin fee / account holder | $86 | $5,907-98.5% | $5,113-98.3% | $10,827-99.2% |