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 | $2,805 | $45,152-93.8% | $73,843-96.2% | $59,632-95.3% |
| Participation rate | 66.0% | 64.0%+1.9pp | 73.4%-7.5pp | 68.7%-2.7pp |
| Annual return | -12.66% | 27.40%-40.1pp | 2267.84%-2280.5pp | 2041.28%-2053.9pp |
| Employer contribution / active EE | $369 | $1,902-80.6% | $2,787-86.8% | $2,203-83.2% |
| Participant deferral / active EE | $1,231 | $2,574-52.2% | $3,583-65.6% | $3,192-61.4% |
| Admin fee / account holder | $46 | $3,516-98.7% | $4,880-99.1% | $4,297-98.9% |