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 | $2,709 | $152,509-98.2% | $117,472-97.7% | $134,475-98.0% |
| Participation rate | 40.9% | 77.1%-36.2pp | 70.6%-29.7pp | 81.2%-40.3pp |
| Annual return | -77.71% | 52.99%-130.7pp | 29.74%-107.4pp | 417.96%-495.7pp |
| Employer contribution / active EE | $264 | $5,571-95.3% | $4,176-93.7% | $4,740-94.4% |
| Participant deferral / active EE | $803 | $4,818-83.3% | $4,070-80.3% | $6,400-87.5% |
| Admin fee / account holder | $9 | $7,004-99.9% | $5,645-99.8% | $11,426-99.9% |