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 | $7,180 | $90,600-92.1% | $79,464-91.0% | $135,375-94.7% |
| Participation rate | 16.7% | 76.0%-59.4pp | 73.3%-56.7pp | 82.6%-66.0pp |
| Annual return | -13.95% | 977.43%-991.4pp | 718.14%-732.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $235 | $3,068-92.3% | $2,800-91.6% | $4,779-95.1% |
| Participant deferral / active EE | $572 | $4,050-85.9% | $3,704-84.6% | $5,609-89.8% |
| Admin fee / account holder | $15 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |