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 | $1,482 | $104,106-98.6% | $71,086-97.9% | $135,375-98.9% |
| Participation rate | 57.9% | 65.7%-7.8pp | 54.7%+3.2pp | 82.6%-24.7pp |
| Annual return | -33.47% | 1256.30%-1289.8pp | 650.59%-684.1pp | 519.73%-553.2pp |
| Employer contribution / active EE | $271 | $1,485-81.8% | $1,088-75.1% | $4,779-94.3% |
| Participant deferral / active EE | $424 | $2,527-83.2% | $1,874-77.4% | $5,609-92.4% |
| Admin fee / account holder | $16 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |