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 9-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 | $13,685 | $95,971-85.7% | $74,550-81.6% | $135,375-89.9% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -16.96% | 56.96%-73.9pp | 32.53%-49.5pp | 519.73%-536.7pp |
| Employer contribution / active EE | $486 | $2,716-82.1% | $1,961-75.2% | $4,779-89.8% |
| Participant deferral / active EE | $3,414 | $3,843-11.2% | $3,108+9.9% | $5,609-39.1% |
| Admin fee / account holder | $113 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |