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 | $3,095 | $29,548-89.5% | $56,411-94.5% | $77,643-96.0% |
| Participation rate | 0.4% | 32.7%-32.3pp | 52.5%-52.1pp | 70.6%-70.2pp |
| Annual return | 9.23% | 19.01%-9.8pp | 1701.33%-1692.1pp | 31.24%-22.0pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |