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 | $1,942 | $97,757-98.0% | $83,848-97.7% | $135,375-98.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -47.34% | 1287.37%-1334.7pp | 850.88%-898.2pp | 519.73%-567.1pp |
| Employer contribution / active EE | $775 | $4,222-81.7% | $3,631-78.7% | $4,779-83.8% |
| Participant deferral / active EE | $1,966 | $4,682-58.0% | $4,082-51.8% | $5,609-64.9% |
| Admin fee / account holder | $13 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |