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 | $13,779 | $97,757-85.9% | $83,848-83.6% | $135,375-89.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -18.37% | 1287.37%-1305.7pp | 850.88%-869.2pp | 519.73%-538.1pp |
| Employer contribution / active EE | $1,485 | $4,222-64.8% | $3,631-59.1% | $4,779-68.9% |
| Participant deferral / active EE | $4,421 | $4,682-5.6% | $4,082+8.3% | $5,609-21.2% |
| Admin fee / account holder | $178 | $6,674-97.3% | $5,478-96.8% | $10,827-98.4% |