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 8-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 | $5,477 | $104,106-94.7% | $71,086-92.3% | $135,375-96.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 54.7%-54.7pp | 82.6%-82.6pp |
| Annual return | -48.62% | 1256.30%-1304.9pp | 650.59%-699.2pp | 519.73%-568.4pp |
| Employer contribution / active EE | $1,802 | $1,485+21.4% | $1,088+65.7% | $4,779-62.3% |
| Participant deferral / active EE | $3,212 | $2,527+27.1% | $1,874+71.4% | $5,609-42.7% |
| Admin fee / account holder | $128 | $4,142-96.9% | $3,082-95.8% | $10,827-98.8% |