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 | $10,134 | $138,044-92.7% | $125,339-91.9% | $134,475-92.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -35.78% | 750.33%-786.1pp | 572.05%-607.8pp | 417.96%-453.7pp |
| Employer contribution / active EE | $1,497 | $5,243-71.5% | $4,814-68.9% | $4,740-68.4% |
| Participant deferral / active EE | $2,864 | $7,799-63.3% | $7,446-61.5% | $6,400-55.2% |
| Admin fee / account holder | $270 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |