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 6-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 | $160 | $27,915-99.4% | $58,482-99.7% | $75,163-99.8% |
| Participation rate | 6.4% | 38.8%-32.5pp | 50.9%-44.5pp | 67.2%-60.8pp |
| Annual return | -128.76% | 44.20%-173.0pp | 4239.32%-4368.1pp | 160.62%-289.4pp |
| Employer contribution / active EE | $234 | $669-65.0% | $1,053-77.8% | $2,670-91.2% |
| Participant deferral / active EE | $1,075 | $1,201-10.5% | $1,924-44.1% | $4,125-73.9% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |