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 4-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 | $9,072 | $138,044-93.4% | $125,339-92.8% | $134,475-93.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.99% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,663 | $5,243-68.3% | $4,814-65.5% | $4,740-64.9% |
| Participant deferral / active EE | $4,124 | $7,799-47.1% | $7,446-44.6% | $6,400-35.6% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |