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 3-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 | $3,223 | $92,703-96.5% | $82,719-96.1% | $134,475-97.6% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -312.76% | 944.92%-1257.7pp | 701.18%-1013.9pp | 417.96%-730.7pp |
| Employer contribution / active EE | $1,020 | $3,274-68.8% | $3,009-66.1% | $4,740-78.5% |
| Participant deferral / active EE | $1,279 | $4,802-73.4% | $4,395-70.9% | $6,400-80.0% |
| Admin fee / account holder | $239 | $5,983-96.0% | $5,329-95.5% | $11,426-97.9% |