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 | $8,662 | $72,404-88.0% | $110,238-92.1% | $64,186-86.5% |
| Participation rate | 42.2% | 73.3%-31.1pp | 79.8%-37.6pp | 69.6%-27.4pp |
| Annual return | -28.44% | -6.29%-22.1pp | 314.74%-343.2pp | 7.63%-36.1pp |
| Employer contribution / active EE | $668 | $2,282-70.7% | $3,826-82.6% | $2,381-72.0% |
| Participant deferral / active EE | $2,456 | $3,469-29.2% | $4,672-47.4% | $3,470-29.2% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |