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 10-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 | $2,101 | $101,283-97.9% | $75,826-97.2% | $135,375-98.4% |
| Participation rate | 57.1% | 72.7%-15.6pp | 68.2%-11.1pp | 82.6%-25.5pp |
| Annual return | -31.22% | 3384.62%-3415.8pp | 1914.15%-1945.4pp | 519.73%-551.0pp |
| Employer contribution / active EE | $613 | $2,382-74.3% | $1,913-68.0% | $4,779-87.2% |
| Participant deferral / active EE | $613 | $3,469-82.3% | $2,862-78.6% | $5,609-89.1% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |