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 | $8,677 | $97,757-91.1% | $83,848-89.7% | $135,375-93.6% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -22.16% | 1287.37%-1309.5pp | 850.88%-873.0pp | 519.73%-541.9pp |
| Employer contribution / active EE | $1,215 | $4,222-71.2% | $3,631-66.5% | $4,779-74.6% |
| Participant deferral / active EE | $2,099 | $4,682-55.2% | $4,082-48.6% | $5,609-62.6% |
| Admin fee / account holder | $73 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |