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 5-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 | $7,582 | $99,640-92.4% | $86,436-91.2% | $134,475-94.4% |
| Participation rate | 57.1% | 82.0%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -40.02% | 6782.58%-6822.6pp | 4394.89%-4434.9pp | 417.96%-458.0pp |
| Employer contribution / active EE | $1,433 | $4,400-67.4% | $3,769-62.0% | $4,740-69.8% |
| Participant deferral / active EE | $2,515 | $7,246-65.3% | $6,952-63.8% | $6,400-60.7% |
| Admin fee / account holder | $131 | $8,371-98.4% | $6,731-98.1% | $11,426-98.9% |