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 | $14,019 | $97,757-85.7% | $83,848-83.3% | $135,375-89.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -15.17% | 1287.37%-1302.5pp | 850.88%-866.1pp | 519.73%-534.9pp |
| Employer contribution / active EE | $1,381 | $4,222-67.3% | $3,631-62.0% | $4,779-71.1% |
| Participant deferral / active EE | $5,076 | $4,682+8.4% | $4,082+24.4% | $5,609-9.5% |
| Admin fee / account holder | $178 | $6,674-97.3% | $5,478-96.8% | $10,827-98.4% |