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 8-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 | $1,621 | $27,641-94.1% | $61,373-97.4% | $68,494-97.6% |
| Participation rate | 32.6% | 39.5%-6.9pp | 52.6%-20.0pp | 67.9%-35.3pp |
| Annual return | -23.70% | -13.24%-10.5pp | 338.61%-362.3pp | -7.84%-15.9pp |
| Employer contribution / active EE | $210 | $695-69.8% | $1,159-81.9% | $2,596-91.9% |
| Participant deferral / active EE | $940 | $1,263-25.6% | $2,125-55.8% | $4,027-76.7% |
| Admin fee / account holder | $19 | $2,010-99.1% | $2,130-99.1% | $5,403-99.6% |