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 | $3,850 | $90,600-95.8% | $79,464-95.2% | $135,375-97.2% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -59.47% | 977.43%-1036.9pp | 718.14%-777.6pp | 519.73%-579.2pp |
| Employer contribution / active EE | $1,111 | $3,068-63.8% | $2,800-60.3% | $4,779-76.7% |
| Participant deferral / active EE | $2,542 | $4,050-37.2% | $3,704-31.4% | $5,609-54.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |