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 | $1,076 | $27,641-96.1% | $61,373-98.2% | $68,494-98.4% |
| Participation rate | 68.8% | 39.5%+29.3pp | 52.6%+16.2pp | 67.9%+0.9pp |
| Annual return | -367.02% | -13.24%-353.8pp | 338.61%-705.6pp | -7.84%-359.2pp |
| Employer contribution / active EE | $580 | $695-16.7% | $1,159-50.0% | $2,596-77.7% |
| Participant deferral / active EE | $581 | $1,263-54.0% | $2,125-72.6% | $4,027-85.6% |
| Admin fee / account holder | $58 | $2,010-97.1% | $2,130-97.3% | $5,403-98.9% |