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 | $4,247 | $90,600-95.3% | $79,464-94.7% | $135,375-96.9% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -13.38% | 977.43%-990.8pp | 718.14%-731.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $377 | $3,068-87.7% | $2,800-86.5% | $4,779-92.1% |
| Participant deferral / active EE | $667 | $4,050-83.5% | $3,704-82.0% | $5,609-88.1% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |