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 | $4,953 | $104,106-95.2% | $71,086-93.0% | $135,375-96.3% |
| Participation rate | 35.0% | 65.7%-30.7pp | 54.7%-19.7pp | 82.6%-47.6pp |
| Annual return | -24.28% | 1256.30%-1280.6pp | 650.59%-674.9pp | 519.73%-544.0pp |
| Employer contribution / active EE | $356 | $1,485-76.1% | $1,088-67.3% | $4,779-92.6% |
| Participant deferral / active EE | $1,198 | $2,527-52.6% | $1,874-36.1% | $5,609-78.6% |
| Admin fee / account holder | $33 | $4,142-99.2% | $3,082-98.9% | $10,827-99.7% |