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 | $3,348 | $90,600-96.3% | $79,464-95.8% | $135,375-97.5% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -14.62% | 977.43%-992.1pp | 718.14%-732.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $535 | $3,068-82.6% | $2,800-80.9% | $4,779-88.8% |
| Participant deferral / active EE | $1,118 | $4,050-72.4% | $3,704-69.8% | $5,609-80.1% |
| Admin fee / account holder | $207 | $5,907-96.5% | $5,113-95.9% | $10,827-98.1% |