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 | $8,431 | $49,173-82.9% | $121,098-93.0% | $75,163-88.8% |
| Participation rate | 54.5% | 55.4%-0.8pp | 69.5%-14.9pp | 67.2%-12.6pp |
| Annual return | 9.12% | 55.99%-46.9pp | 985.75%-976.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $334 | $1,546-78.4% | $4,164-92.0% | $2,670-87.5% |
| Participant deferral / active EE | $908 | $2,628-65.4% | $4,080-77.7% | $4,125-78.0% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |