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 | $5,937 | $95,193-93.8% | $76,523-92.2% | $135,375-95.6% |
| Participation rate | 52.6% | 74.4%-21.8pp | 68.0%-15.4pp | 82.6%-30.0pp |
| Annual return | -16.78% | 4.85%-21.6pp | -0.27%-16.5pp | 519.73%-536.5pp |
| Employer contribution / active EE | $677 | $3,302-79.5% | $2,647-74.4% | $4,779-85.8% |
| Participant deferral / active EE | $1,328 | $4,639-71.4% | $3,835-65.4% | $5,609-76.3% |
| Admin fee / account holder | $133 | $6,249-97.9% | $4,848-97.3% | $10,827-98.8% |