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 | $9,347 | $99,032-90.6% | $80,019-88.3% | $135,375-93.1% |
| Participation rate | 46.7% | 78.4%-31.7pp | 75.8%-29.2pp | 82.6%-36.0pp |
| Annual return | -12.56% | 15.39%-27.9pp | 11.22%-23.8pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,246 | $3,043-59.1% | $2,468-49.5% | $4,779-73.9% |
| Participant deferral / active EE | $1,548 | $4,282-63.8% | $3,686-58.0% | $5,609-72.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |