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 | $6,219 | $152,509-95.9% | $117,472-94.7% | $134,475-95.4% |
| Participation rate | 37.5% | 77.1%-39.6pp | 70.6%-33.1pp | 81.2%-43.7pp |
| Annual return | -53.32% | 52.99%-106.3pp | 29.74%-83.1pp | 417.96%-471.3pp |
| Employer contribution / active EE | $509 | $5,571-90.9% | $4,176-87.8% | $4,740-89.3% |
| Participant deferral / active EE | $691 | $4,818-85.6% | $4,070-83.0% | $6,400-89.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |