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 8-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 | $14,386 | $97,757-85.3% | $83,848-82.8% | $135,375-89.4% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -202.13% | 1287.37%-1489.5pp | 850.88%-1053.0pp | 519.73%-721.9pp |
| Employer contribution / active EE | $1,482 | $4,222-64.9% | $3,631-59.2% | $4,779-69.0% |
| Participant deferral / active EE | $6,633 | $4,682+41.7% | $4,082+62.5% | $5,609+18.3% |
| Admin fee / account holder | $79 | $6,674-98.8% | $5,478-98.6% | $10,827-99.3% |