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 7-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 | $3,311 | $104,106-96.8% | $71,086-95.3% | $135,375-97.6% |
| Participation rate | 55.6% | 65.7%-10.1pp | 54.7%+0.9pp | 82.6%-27.1pp |
| Annual return | -18.32% | 1256.30%-1274.6pp | 650.59%-668.9pp | 519.73%-538.1pp |
| Employer contribution / active EE | $472 | $1,485-68.2% | $1,088-56.6% | $4,779-90.1% |
| Participant deferral / active EE | $590 | $2,527-76.7% | $1,874-68.5% | $5,609-89.5% |
| Admin fee / account holder | $10 | $4,142-99.8% | $3,082-99.7% | $10,827-99.9% |