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 | $9,850 | $57,354-82.8% | $83,848-88.3% | $64,186-84.7% |
| Participation rate | 28.1% | 68.6%-40.5pp | 76.1%-48.0pp | 69.6%-41.4pp |
| Annual return | -25.39% | 11.38%-36.8pp | 850.88%-876.3pp | 7.63%-33.0pp |
| Employer contribution / active EE | $1,573 | $2,545-38.2% | $3,631-56.7% | $2,381-33.9% |
| Participant deferral / active EE | $2,845 | $2,993-5.0% | $4,082-30.3% | $3,470-18.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |