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 | $14,854 | $127,100-88.3% | $105,738-86.0% | $135,375-89.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 76.3%-13.8pp | 82.6%-20.1pp |
| Annual return | -34.48% | 4.49%-39.0pp | 6.27%-40.8pp | 519.73%-554.2pp |
| Employer contribution / active EE | $2,213 | $4,107-46.1% | $3,268-32.3% | $4,779-53.7% |
| Participant deferral / active EE | $6,291 | $5,064+24.2% | $4,080+54.2% | $5,609+12.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |