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 8-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 | $5,078 | $91,911-94.5% | $68,793-92.6% | $135,375-96.2% |
| Participation rate | 61.9% | 76.7%-14.8pp | 72.2%-10.3pp | 82.6%-20.7pp |
| Annual return | -57.34% | -8.22%-49.1pp | -4.63%-52.7pp | 519.73%-577.1pp |
| Employer contribution / active EE | $950 | $3,924-75.8% | $2,625-63.8% | $4,779-80.1% |
| Participant deferral / active EE | $1,961 | $4,315-54.6% | $3,311-40.8% | $5,609-65.0% |
| Admin fee / account holder | $57 | $9,240-99.4% | $5,131-98.9% | $10,827-99.5% |