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 10-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 | $8,948 | $90,600-90.1% | $79,464-88.7% | $135,375-93.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -13.45% | 977.43%-990.9pp | 718.14%-731.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $753 | $3,068-75.4% | $2,800-73.1% | $4,779-84.2% |
| Participant deferral / active EE | $1,270 | $4,050-68.7% | $3,704-65.7% | $5,609-77.4% |
| Admin fee / account holder | $11 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |