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 | $9,316 | $97,757-90.5% | $83,848-88.9% | $135,375-93.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -17.08% | 1287.37%-1304.5pp | 850.88%-868.0pp | 519.73%-536.8pp |
| Employer contribution / active EE | $1,547 | $4,222-63.3% | $3,631-57.4% | $4,779-67.6% |
| Participant deferral / active EE | $1,578 | $4,682-66.3% | $4,082-61.4% | $5,609-71.9% |
| Admin fee / account holder | $262 | $6,674-96.1% | $5,478-95.2% | $10,827-97.6% |