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 | $14,248 | $57,354-75.2% | $83,848-83.0% | $64,186-77.8% |
| Participation rate | 64.3% | 68.6%-4.3pp | 76.1%-11.9pp | 69.6%-5.3pp |
| Annual return | -17.64% | 11.38%-29.0pp | 850.88%-868.5pp | 7.63%-25.3pp |
| Employer contribution / active EE | $1,849 | $2,545-27.4% | $3,631-49.1% | $2,381-22.4% |
| Participant deferral / active EE | $4,534 | $2,993+51.5% | $4,082+11.1% | $3,470+30.7% |
| Admin fee / account holder | $43 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |