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 | $9,832 | $76,000-87.1% | $154,107-93.6% | $64,186-84.7% |
| Participation rate | 59.4% | 70.4%-11.0pp | 83.0%-23.7pp | 69.6%-10.2pp |
| Annual return | -42.35% | 30.32%-72.7pp | 735.12%-777.5pp | 7.63%-50.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,699 | $3,175+79.5% | $5,081+12.2% | $3,470+64.2% |
| Admin fee / account holder | $13 | $5,596-99.8% | $13,411-99.9% | $4,888-99.7% |