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 | $4,758 | $104,106-95.4% | $71,086-93.3% | $135,375-96.5% |
| Participation rate | 23.5% | 65.7%-42.1pp | 54.7%-31.1pp | 82.6%-59.1pp |
| Annual return | -18.84% | 1256.30%-1275.1pp | 650.59%-669.4pp | 519.73%-538.6pp |
| Employer contribution / active EE | $363 | $1,485-75.6% | $1,088-66.6% | $4,779-92.4% |
| Participant deferral / active EE | $454 | $2,527-82.0% | $1,874-75.8% | $5,609-91.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |