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 | $4,431 | $112,881-96.1% | $90,951-95.1% | $158,922-97.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | -0.91% | 215.79%-216.7pp | 134.60%-135.5pp | 302.83%-303.7pp |
| Employer contribution / active EE | $892 | $2,893-69.2% | $2,122-57.9% | $4,761-81.3% |
| Participant deferral / active EE | $1,338 | $4,128-67.6% | $3,373-60.3% | $5,982-77.6% |
| Admin fee / account holder | $22 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |