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 | $5,167 | $45,152-88.6% | $73,843-93.0% | $59,632-91.3% |
| Participation rate | 30.3% | 64.0%-33.7pp | 73.4%-43.1pp | 68.7%-38.4pp |
| Annual return | -5.25% | 27.40%-32.6pp | 2267.84%-2273.1pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $768 | $1,902-59.6% | $2,787-72.4% | $2,203-65.1% |
| Participant deferral / active EE | $1,027 | $2,574-60.1% | $3,583-71.3% | $3,192-67.8% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |