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 | $6,769 | $75,935-91.1% | $60,547-88.8% | $125,391-94.6% |
| Participation rate | 64.3% | 76.5%-12.3pp | 68.0%-3.7pp | 83.2%-18.9pp |
| Annual return | -19.26% | -5.38%-13.9pp | 335.64%-354.9pp | 282.22%-301.5pp |
| Employer contribution / active EE | $1,302 | $3,438-62.1% | $2,419-46.2% | $4,866-73.3% |
| Participant deferral / active EE | $3,679 | $4,506-18.4% | $3,328+10.5% | $5,352-31.3% |
| Admin fee / account holder | $245 | $6,768-96.4% | $4,536-94.6% | $9,540-97.4% |