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 | $3,848 | $57,354-93.3% | $83,848-95.4% | $64,186-94.0% |
| Participation rate | 63.2% | 68.6%-5.4pp | 76.1%-13.0pp | 69.6%-6.4pp |
| Annual return | -36.07% | 11.38%-47.5pp | 850.88%-886.9pp | 7.63%-43.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,324 | $2,993-22.3% | $4,082-43.1% | $3,470-33.0% |
| Admin fee / account holder | $255 | $4,046-93.7% | $5,478-95.4% | $4,888-94.8% |