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 | $5,062 | $49,177-89.7% | $79,464-93.6% | $64,186-92.1% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -32.89% | -1.16%-31.7pp | 718.14%-751.0pp | 7.63%-40.5pp |
| Employer contribution / active EE | $996 | $2,076-52.0% | $2,800-64.4% | $2,381-58.2% |
| Participant deferral / active EE | $1,349 | $2,821-52.2% | $3,704-63.6% | $3,470-61.1% |
| Admin fee / account holder | $62 | $3,839-98.4% | $5,113-98.8% | $4,888-98.7% |