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 | $12,161 | $103,376-88.2% | $87,100-86.0% | $152,861-92.0% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | -52.18% | 28.10%-80.3pp | 28.19%-80.4pp | 345.32%-397.5pp |
| Employer contribution / active EE | $2,464 | $3,220-23.5% | $2,521-2.3% | $4,762-48.3% |
| Participant deferral / active EE | $3,231 | $4,778-32.4% | $4,049-20.2% | $5,850-44.8% |
| Admin fee / account holder | $32 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |