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 | $11,953 | $138,065-91.3% | $123,544-90.3% | $135,375-91.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -14.63% | 153.68%-168.3pp | 119.20%-133.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $986 | $5,151-80.9% | $4,628-78.7% | $4,779-79.4% |
| Participant deferral / active EE | $4,840 | $6,799-28.8% | $6,426-24.7% | $5,609-13.7% |
| Admin fee / account holder | $150 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |