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 | $189 | $27,915-99.3% | $58,482-99.7% | $75,163-99.7% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | 14.52% | 44.20%-29.7pp | 4239.32%-4224.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |