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 | $3,220 | $152,509-97.9% | $117,472-97.3% | $134,475-97.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -35.90% | 52.99%-88.9pp | 29.74%-65.6pp | 417.96%-453.9pp |
| Employer contribution / active EE | $592 | $5,571-89.4% | $4,176-85.8% | $4,740-87.5% |
| Participant deferral / active EE | $832 | $4,818-82.7% | $4,070-79.6% | $6,400-87.0% |
| Admin fee / account holder | $3 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |