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 4-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 | $8,205 | $100,754-91.9% | $86,677-90.5% | $134,475-93.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -22.19% | 29.04%-51.2pp | 35.91%-58.1pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,097 | $3,489-68.6% | $2,836-61.3% | $4,740-76.8% |
| Participant deferral / active EE | $1,899 | $5,338-64.4% | $4,656-59.2% | $6,400-70.3% |
| Admin fee / account holder | $134 | $10,926-98.8% | $7,493-98.2% | $11,426-98.8% |