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 7-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 | $14,235 | $105,860-86.6% | $90,749-84.3% | $134,475-89.4% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -21.83% | -11.01%-10.8pp | -12.16%-9.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,097 | $3,462-68.3% | $2,921-62.4% | $4,740-76.8% |
| Participant deferral / active EE | $1,686 | $5,216-67.7% | $4,564-63.1% | $6,400-73.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |