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 | $13,998 | $135,635-89.7% | $110,238-87.3% | $135,375-89.7% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.8%-42.3pp | 82.6%-45.1pp |
| Annual return | -25.44% | 513.19%-538.6pp | 314.74%-340.2pp | 519.73%-545.2pp |
| Employer contribution / active EE | $1,422 | $4,906-71.0% | $3,826-62.8% | $4,779-70.2% |
| Participant deferral / active EE | $2,603 | $5,506-52.7% | $4,672-44.3% | $5,609-53.6% |
| Admin fee / account holder | $115 | $11,457-99.0% | $8,547-98.7% | $10,827-98.9% |