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 | $15,638 | $211,958-92.6% | $169,463-90.8% | $135,375-88.4% |
| Participation rate | 30.8% | 82.6%-51.9pp | 77.8%-47.0pp | 82.6%-51.9pp |
| Annual return | -88.50% | 3.26%-91.8pp | 1.83%-90.3pp | 519.73%-608.2pp |
| Employer contribution / active EE | $1,216 | $5,120-76.2% | $4,159-70.8% | $4,779-74.5% |
| Participant deferral / active EE | $4,803 | $6,075-20.9% | $5,277-9.0% | $5,609-14.4% |
| Admin fee / account holder | $233 | $11,471-98.0% | $9,109-97.4% | $10,827-97.8% |