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 | $11,777 | $82,630-85.7% | $64,105-81.6% | $125,391-90.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -8.53% | 1489.72%-1498.2pp | 791.24%-799.8pp | 282.22%-290.8pp |
| Employer contribution / active EE | $757 | $2,671-71.6% | $1,820-58.4% | $4,866-84.4% |
| Participant deferral / active EE | $3,156 | $3,608-12.5% | $2,822+11.9% | $5,352-41.0% |
| Admin fee / account holder | $1 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |