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 | $12,508 | $95,971-87.0% | $74,550-83.2% | $135,375-90.8% |
| Participation rate | 47.8% | 75.7%-27.8pp | 69.1%-21.3pp | 82.6%-34.8pp |
| Annual return | -13.09% | 56.96%-70.1pp | 32.53%-45.6pp | 519.73%-532.8pp |
| Employer contribution / active EE | $875 | $2,716-67.8% | $1,961-55.4% | $4,779-81.7% |
| Participant deferral / active EE | $2,217 | $3,843-42.3% | $3,108-28.7% | $5,609-60.5% |
| Admin fee / account holder | $76 | $6,522-98.8% | $5,060-98.5% | $10,827-99.3% |