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 | $4,965 | $93,024-94.7% | $77,024-93.6% | $134,475-96.3% |
| Participation rate | 68.4% | 74.5%-6.1pp | 67.9%+0.5pp | 81.2%-12.8pp |
| Annual return | -66.02% | 62.60%-128.6pp | 42.32%-108.3pp | 417.96%-484.0pp |
| Employer contribution / active EE | $835 | $3,418-75.6% | $2,812-70.3% | $4,740-82.4% |
| Participant deferral / active EE | $2,483 | $5,238-52.6% | $4,426-43.9% | $6,400-61.2% |
| Admin fee / account holder | $18 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |