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 | $6,577 | $190,805-96.6% | $159,960-95.9% | $134,475-95.1% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -30.02% | 552.23%-582.3pp | 408.60%-438.6pp | 417.96%-448.0pp |
| Employer contribution / active EE | $1,012 | $4,995-79.8% | $4,226-76.1% | $4,740-78.7% |
| Participant deferral / active EE | $2,101 | $6,923-69.6% | $6,182-66.0% | $6,400-67.2% |
| Admin fee / account holder | $33 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |