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 | $12,134 | $95,971-87.4% | $74,550-83.7% | $135,375-91.0% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -17.45% | 56.96%-74.4pp | 32.53%-50.0pp | 519.73%-537.2pp |
| Employer contribution / active EE | $1,147 | $2,716-57.8% | $1,961-41.5% | $4,779-76.0% |
| Participant deferral / active EE | $4,038 | $3,843+5.1% | $3,108+29.9% | $5,609-28.0% |
| Admin fee / account holder | $214 | $6,522-96.7% | $5,060-95.8% | $10,827-98.0% |