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 | $11,061 | $138,065-92.0% | $123,544-91.0% | $135,375-91.8% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -11.63% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,464 | $5,151-52.2% | $4,628-46.8% | $4,779-48.4% |
| Participant deferral / active EE | $3,767 | $6,799-44.6% | $6,426-41.4% | $5,609-32.8% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |