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 | $8,485 | $97,757-91.3% | $83,848-89.9% | $135,375-93.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -38.30% | 1287.37%-1325.7pp | 850.88%-889.2pp | 519.73%-558.0pp |
| Employer contribution / active EE | $972 | $4,222-77.0% | $3,631-73.2% | $4,779-79.7% |
| Participant deferral / active EE | $2,013 | $4,682-57.0% | $4,082-50.7% | $5,609-64.1% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |