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 | $9,981 | $138,065-92.8% | $123,544-91.9% | $135,375-92.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -44.75% | 153.68%-198.4pp | 119.20%-163.9pp | 519.73%-564.5pp |
| Employer contribution / active EE | $1,102 | $5,151-78.6% | $4,628-76.2% | $4,779-76.9% |
| Participant deferral / active EE | $3,280 | $6,799-51.8% | $6,426-49.0% | $5,609-41.5% |
| Admin fee / account holder | $48 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |