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 | $8,340 | $90,600-90.8% | $79,464-89.5% | $135,375-93.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -53.68% | 977.43%-1031.1pp | 718.14%-771.8pp | 519.73%-573.4pp |
| Employer contribution / active EE | $1,076 | $3,068-64.9% | $2,800-61.6% | $4,779-77.5% |
| Participant deferral / active EE | $6,312 | $4,050+55.8% | $3,704+70.4% | $5,609+12.5% |
| Admin fee / account holder | $216 | $5,907-96.3% | $5,113-95.8% | $10,827-98.0% |