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 8-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 | $7,958 | $190,805-95.8% | $159,960-95.0% | $134,475-94.1% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -25.60% | 552.23%-577.8pp | 408.60%-434.2pp | 417.96%-443.6pp |
| Employer contribution / active EE | $949 | $4,995-81.0% | $4,226-77.5% | $4,740-80.0% |
| Participant deferral / active EE | $1,544 | $6,923-77.7% | $6,182-75.0% | $6,400-75.9% |
| Admin fee / account holder | $58 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |