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 | $11,225 | $138,065-91.9% | $123,544-90.9% | $135,375-91.7% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -53.36% | 153.68%-207.0pp | 119.20%-172.6pp | 519.73%-573.1pp |
| Employer contribution / active EE | $1,044 | $5,151-79.7% | $4,628-77.4% | $4,779-78.1% |
| Participant deferral / active EE | $3,787 | $6,799-44.3% | $6,426-41.1% | $5,609-32.5% |
| Admin fee / account holder | $133 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |