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 | $10,318 | $89,355-88.5% | $141,162-92.7% | $72,985-85.9% |
| Participation rate | 49.3% | 75.1%-25.8pp | 82.5%-33.2pp | 69.5%-20.2pp |
| Annual return | -16.02% | 111.85%-127.9pp | 71.39%-87.4pp | 81.00%-97.0pp |
| Employer contribution / active EE | $1,358 | $3,114-56.4% | $4,735-71.3% | $2,440-44.4% |
| Participant deferral / active EE | $2,325 | $5,418-57.1% | $6,709-65.3% | $3,607-35.6% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |