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 | $5,823 | $90,600-93.6% | $79,464-92.7% | $135,375-95.7% |
| Participation rate | 59.1% | 76.0%-17.0pp | 73.3%-14.3pp | 82.6%-23.5pp |
| Annual return | -44.35% | 977.43%-1021.8pp | 718.14%-762.5pp | 519.73%-564.1pp |
| Employer contribution / active EE | $1,616 | $3,068-47.3% | $2,800-42.3% | $4,779-66.2% |
| Participant deferral / active EE | $2,481 | $4,050-38.8% | $3,704-33.0% | $5,609-55.8% |
| Admin fee / account holder | $81 | $5,907-98.6% | $5,113-98.4% | $10,827-99.3% |