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 | $833 | $84,402-99.0% | $61,373-98.6% | $134,475-99.4% |
| Participation rate | 58.3% | 62.2%-3.9pp | 52.6%+5.8pp | 81.2%-22.9pp |
| Annual return | -43.30% | 584.55%-627.8pp | 338.61%-381.9pp | 417.96%-461.3pp |
| Employer contribution / active EE | $406 | $1,544-73.7% | $1,159-65.0% | $4,740-91.4% |
| Participant deferral / active EE | $434 | $2,819-84.6% | $2,125-79.6% | $6,400-93.2% |
| Admin fee / account holder | $244 | $2,585-90.6% | $2,130-88.5% | $11,426-97.9% |