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 | $9,528 | $107,791-91.2% | $90,645-89.5% | $135,375-93.0% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -22.38% | -0.90%-21.5pp | 1.88%-24.3pp | 519.73%-542.1pp |
| Employer contribution / active EE | $693 | $3,018-77.0% | $2,532-72.6% | $4,779-85.5% |
| Participant deferral / active EE | $1,733 | $3,872-55.2% | $3,425-49.4% | $5,609-69.1% |
| Admin fee / account holder | $29 | $5,930-99.5% | $4,994-99.4% | $10,827-99.7% |