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 4-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 | $1,630 | $27,641-94.1% | $61,373-97.3% | $68,494-97.6% |
| Participation rate | 65.5% | 39.5%+26.0pp | 52.6%+12.9pp | 67.9%-2.4pp |
| Annual return | -38.74% | -13.24%-25.5pp | 338.61%-377.4pp | -7.84%-30.9pp |
| Employer contribution / active EE | $441 | $695-36.6% | $1,159-62.0% | $2,596-83.0% |
| Participant deferral / active EE | $783 | $1,263-38.0% | $2,125-63.2% | $4,027-80.6% |
| Admin fee / account holder | $108 | $2,010-94.6% | $2,130-94.9% | $5,403-98.0% |