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 | $3,394 | $90,320-96.2% | $59,496-94.3% | $125,391-97.3% |
| Participation rate | 22.2% | 68.3%-46.1pp | 54.6%-32.3pp | 83.2%-61.0pp |
| Annual return | -13.37% | 369.13%-382.5pp | 182.05%-195.4pp | 282.22%-295.6pp |
| Employer contribution / active EE | $298 | $1,792-83.4% | $1,153-74.2% | $4,866-93.9% |
| Participant deferral / active EE | $364 | $2,716-86.6% | $1,829-80.1% | $5,352-93.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |