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 | $13,297 | $97,757-86.4% | $83,848-84.1% | $135,375-90.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -11.14% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,031 | $4,222-75.6% | $3,631-71.6% | $4,779-78.4% |
| Participant deferral / active EE | $4,005 | $4,682-14.5% | $4,082-1.9% | $5,609-28.6% |
| Admin fee / account holder | $240 | $6,674-96.4% | $5,478-95.6% | $10,827-97.8% |