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 5-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 | $4,283 | $92,703-95.4% | $82,719-94.8% | $134,475-96.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -22.96% | 944.92%-967.9pp | 701.18%-724.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $699 | $3,274-78.7% | $3,009-76.8% | $4,740-85.3% |
| Participant deferral / active EE | $1,048 | $4,802-78.2% | $4,395-76.2% | $6,400-83.6% |
| Admin fee / account holder | $33 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |