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 | $15,306 | $95,971-84.1% | $74,550-79.5% | $135,375-88.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -24.49% | 56.96%-81.5pp | 32.53%-57.0pp | 519.73%-544.2pp |
| Employer contribution / active EE | $1,467 | $2,716-46.0% | $1,961-25.2% | $4,779-69.3% |
| Participant deferral / active EE | $5,049 | $3,843+31.4% | $3,108+62.4% | $5,609-10.0% |
| Admin fee / account holder | $187 | $6,522-97.1% | $5,060-96.3% | $10,827-98.3% |