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 | $1,075 | $84,402-98.7% | $61,373-98.2% | $134,475-99.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -23.71% | 584.55%-608.3pp | 338.61%-362.3pp | 417.96%-441.7pp |
| Employer contribution / active EE | $498 | $1,544-67.8% | $1,159-57.0% | $4,740-89.5% |
| Participant deferral / active EE | $619 | $2,819-78.1% | $2,125-70.9% | $6,400-90.3% |
| Admin fee / account holder | $267 | $2,585-89.7% | $2,130-87.5% | $11,426-97.7% |