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 | $6,364 | $92,703-93.1% | $82,719-92.3% | $134,475-95.3% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -23.96% | 944.92%-968.9pp | 701.18%-725.1pp | 417.96%-441.9pp |
| Employer contribution / active EE | $810 | $3,274-75.2% | $3,009-73.1% | $4,740-82.9% |
| Participant deferral / active EE | $1,307 | $4,802-72.8% | $4,395-70.3% | $6,400-79.6% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |