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 | $4,010 | $93,024-95.7% | $77,024-94.8% | $134,475-97.0% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.2pp | 81.2%-39.6pp |
| Annual return | -41.10% | 62.60%-103.7pp | 42.32%-83.4pp | 417.96%-459.1pp |
| Employer contribution / active EE | $930 | $3,418-72.8% | $2,812-66.9% | $4,740-80.4% |
| Participant deferral / active EE | $1,116 | $5,238-78.7% | $4,426-74.8% | $6,400-82.6% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |