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 | $3,718 | $90,600-95.9% | $79,464-95.3% | $135,375-97.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -51.56% | 977.43%-1029.0pp | 718.14%-769.7pp | 519.73%-571.3pp |
| Employer contribution / active EE | $434 | $3,068-85.9% | $2,800-84.5% | $4,779-90.9% |
| Participant deferral / active EE | $1,324 | $4,050-67.3% | $3,704-64.2% | $5,609-76.4% |
| Admin fee / account holder | $29 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |