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 7-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 | $7,320 | $100,852-92.7% | $90,404-91.9% | $158,922-95.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | -2.53% | 1724.20%-1726.7pp | 1293.02%-1295.5pp | 302.83%-305.4pp |
| Employer contribution / active EE | $272 | $3,689-92.6% | $3,262-91.7% | $4,761-94.3% |
| Participant deferral / active EE | $2,260 | $4,348-48.0% | $3,963-43.0% | $5,982-62.2% |
| Admin fee / account holder | $162 | $6,501-97.5% | $5,611-97.1% | $11,246-98.6% |