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 | $7,975 | $135,635-94.1% | $110,238-92.8% | $135,375-94.1% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.8%-32.8pp | 82.6%-35.6pp |
| Annual return | -86.32% | 513.19%-599.5pp | 314.74%-401.1pp | 519.73%-606.1pp |
| Employer contribution / active EE | $1,125 | $4,906-77.1% | $3,826-70.6% | $4,779-76.5% |
| Participant deferral / active EE | $2,579 | $5,506-53.2% | $4,672-44.8% | $5,609-54.0% |
| Admin fee / account holder | $36 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |