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 | $0 | $180,449-100.0% | $154,107-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -156.76% | 888.09%-1044.9pp | 735.12%-891.9pp | 519.73%-676.5pp |
| Employer contribution / active EE | $3,578 | $6,035-40.7% | $5,298-32.5% | $4,779-25.1% |
| Participant deferral / active EE | $3,632 | $5,806-37.4% | $5,081-28.5% | $5,609-35.2% |
| Admin fee / account holder | $59 | $16,143-99.6% | $13,411-99.6% | $10,827-99.5% |