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 | $6,137 | $90,600-93.2% | $79,464-92.3% | $135,375-95.5% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -18.88% | 977.43%-996.3pp | 718.14%-737.0pp | 519.73%-538.6pp |
| Employer contribution / active EE | $651 | $3,068-78.8% | $2,800-76.8% | $4,779-86.4% |
| Participant deferral / active EE | $2,219 | $4,050-45.2% | $3,704-40.1% | $5,609-60.4% |
| Admin fee / account holder | $17 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |