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 | $5,396 | $90,600-94.0% | $79,464-93.2% | $135,375-96.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -17.32% | 977.43%-994.8pp | 718.14%-735.5pp | 519.73%-537.1pp |
| Employer contribution / active EE | $200 | $3,068-93.5% | $2,800-92.9% | $4,779-95.8% |
| Participant deferral / active EE | $1,300 | $4,050-67.9% | $3,704-64.9% | $5,609-76.8% |
| Admin fee / account holder | $20 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |