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 | $5,632 | $95,971-94.1% | $74,550-92.4% | $135,375-95.8% |
| Participation rate | 53.3% | 75.7%-22.3pp | 69.1%-15.8pp | 82.6%-29.3pp |
| Annual return | -23.11% | 56.96%-80.1pp | 32.53%-55.6pp | 519.73%-542.8pp |
| Employer contribution / active EE | $1,059 | $2,716-61.0% | $1,961-46.0% | $4,779-77.8% |
| Participant deferral / active EE | $1,059 | $3,843-72.5% | $3,108-65.9% | $5,609-81.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |