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 6-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 | $1,173 | $84,402-98.6% | $61,373-98.1% | $134,475-99.1% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | -52.01% | 584.55%-636.6pp | 338.61%-390.6pp | 417.96%-470.0pp |
| Employer contribution / active EE | $179 | $1,544-88.4% | $1,159-84.5% | $4,740-96.2% |
| Participant deferral / active EE | $675 | $2,819-76.1% | $2,125-68.2% | $6,400-89.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |