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 8-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 | $8,437 | $99,032-91.5% | $80,019-89.5% | $135,375-93.8% |
| Participation rate | 36.4% | 78.4%-42.0pp | 75.8%-39.5pp | 82.6%-46.3pp |
| Annual return | -131.29% | 15.39%-146.7pp | 11.22%-142.5pp | 519.73%-651.0pp |
| Employer contribution / active EE | $705 | $3,043-76.8% | $2,468-71.4% | $4,779-85.2% |
| Participant deferral / active EE | $2,462 | $4,282-42.5% | $3,686-33.2% | $5,609-56.1% |
| Admin fee / account holder | $108 | $10,436-99.0% | $6,521-98.3% | $10,827-99.0% |