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 3-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 | $11,335 | $167,307-93.2% | $143,757-92.1% | $134,475-91.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -92.27% | 0.46%-92.7pp | -0.04%-92.2pp | 417.96%-510.2pp |
| Employer contribution / active EE | $1,929 | $5,619-65.7% | $4,951-61.0% | $4,740-59.3% |
| Participant deferral / active EE | $3,123 | $6,446-51.6% | $5,637-44.6% | $6,400-51.2% |
| Admin fee / account holder | $45 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |