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 | $6,500 | $76,000-91.4% | $154,107-95.8% | $64,186-89.9% |
| Participation rate | 62.9% | 70.4%-7.6pp | 83.0%-20.2pp | 69.6%-6.7pp |
| Annual return | -26.67% | 30.32%-57.0pp | 735.12%-761.8pp | 7.63%-34.3pp |
| Employer contribution / active EE | $1,312 | $3,351-60.8% | $5,298-75.2% | $2,381-44.9% |
| Participant deferral / active EE | $2,884 | $3,175-9.2% | $5,081-43.2% | $3,470-16.9% |
| Admin fee / account holder | $92 | $5,596-98.4% | $13,411-99.3% | $4,888-98.1% |