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 | $17,912 | $160,055-88.8% | $140,016-87.2% | $135,375-86.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -10.14% | 911.38%-921.5pp | 651.12%-661.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,875 | $6,420-70.8% | $5,606-66.6% | $4,779-60.8% |
| Participant deferral / active EE | $3,761 | $7,642-50.8% | $6,927-45.7% | $5,609-33.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |