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 | $6,436 | $93,024-93.1% | $77,024-91.6% | $134,475-95.2% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -24.25% | 62.60%-86.8pp | 42.32%-66.6pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,400 | $3,418-59.0% | $2,812-50.2% | $4,740-70.5% |
| Participant deferral / active EE | $2,473 | $5,238-52.8% | $4,426-44.1% | $6,400-61.4% |
| Admin fee / account holder | $51 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |