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 | $15,306 | $95,971-84.1% | $74,550-79.5% | $135,375-88.7% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -18.45% | 56.96%-75.4pp | 32.53%-51.0pp | 519.73%-538.2pp |
| Employer contribution / active EE | $902 | $2,716-66.8% | $1,961-54.0% | $4,779-81.1% |
| Participant deferral / active EE | $4,433 | $3,843+15.4% | $3,108+42.6% | $5,609-21.0% |
| Admin fee / account holder | $112 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |