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 | $8,963 | $90,600-90.1% | $79,464-88.7% | $135,375-93.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -11.99% | 977.43%-989.4pp | 718.14%-730.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,073 | $3,068-65.0% | $2,800-61.7% | $4,779-77.5% |
| Participant deferral / active EE | $1,342 | $4,050-66.9% | $3,704-63.8% | $5,609-76.1% |
| Admin fee / account holder | $19 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |