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 | $5,575 | $158,817-96.5% | $121,196-95.4% | $135,375-95.9% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | -68.38% | -0.64%-67.7pp | 16.93%-85.3pp | 519.73%-588.1pp |
| Employer contribution / active EE | $219 | $5,665-96.1% | $4,022-94.5% | $4,779-95.4% |
| Participant deferral / active EE | $3,011 | $4,005-24.8% | $3,344-10.0% | $5,609-46.3% |
| Admin fee / account holder | $9 | $6,512-99.9% | $5,019-99.8% | $10,827-99.9% |