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 | $3,565 | $30,732-88.4% | $59,496-94.0% | $59,632-94.0% |
| Participation rate | 28.6% | 43.2%-14.6pp | 54.6%-26.0pp | 68.7%-40.1pp |
| Annual return | -103.53% | 4.47%-108.0pp | 182.05%-285.6pp | 2041.28%-2144.8pp |
| Employer contribution / active EE | $412 | $631-34.7% | $1,153-64.3% | $2,203-81.3% |
| Participant deferral / active EE | $608 | $1,183-48.6% | $1,829-66.8% | $3,192-81.0% |
| Admin fee / account holder | $34 | $2,136-98.4% | $2,232-98.5% | $4,297-99.2% |