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 8-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 | $10,146 | $95,971-89.4% | $74,550-86.4% | $135,375-92.5% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -17.98% | 56.96%-74.9pp | 32.53%-50.5pp | 519.73%-537.7pp |
| Employer contribution / active EE | $2,073 | $2,716-23.7% | $1,961+5.7% | $4,779-56.6% |
| Participant deferral / active EE | $2,967 | $3,843-22.8% | $3,108-4.5% | $5,609-47.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |