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 | $2,848 | $90,600-96.9% | $79,464-96.4% | $135,375-97.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -16.40% | 977.43%-993.8pp | 718.14%-734.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $372 | $3,068-87.9% | $2,800-86.7% | $4,779-92.2% |
| Participant deferral / active EE | $1,157 | $4,050-71.4% | $3,704-68.8% | $5,609-79.4% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |