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 | $13,996 | $160,055-91.3% | $140,016-90.0% | $135,375-89.7% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -16.08% | 911.38%-927.5pp | 651.12%-667.2pp | 519.73%-535.8pp |
| Employer contribution / active EE | $2,613 | $6,420-59.3% | $5,606-53.4% | $4,779-45.3% |
| Participant deferral / active EE | $3,935 | $7,642-48.5% | $6,927-43.2% | $5,609-29.8% |
| Admin fee / account holder | $61 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |