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 6-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 | $2,833 | $26,114-89.2% | $58,482-95.2% | $74,419-96.2% |
| Participation rate | 1.5% | 32.1%-30.6pp | 50.9%-49.3pp | 70.7%-69.2pp |
| Annual return | 13.23% | 32.51%-19.3pp | 4239.32%-4226.1pp | 34.38%-21.2pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,924-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $649-100.0% | $2,516-100.0% | $348-100.0% |