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 | $4,397 | $43,723-89.9% | $121,196-96.4% | $64,186-93.2% |
| Participation rate | 38.9% | 58.3%-19.4pp | 71.7%-32.9pp | 69.6%-30.7pp |
| Annual return | -24.63% | 68.91%-93.5pp | 16.93%-41.6pp | 7.63%-32.3pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,701 | $2,280-25.4% | $3,344-49.1% | $3,470-51.0% |
| Admin fee / account holder | $7 | $3,501-99.8% | $5,019-99.9% | $4,888-99.9% |