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 | $9,716 | $84,695-88.5% | $73,843-86.8% | $125,391-92.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -4.62% | 3123.53%-3128.1pp | 2267.84%-2272.5pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,235 | $3,123-60.4% | $2,787-55.7% | $4,866-74.6% |
| Participant deferral / active EE | $1,666 | $3,992-58.3% | $3,583-53.5% | $5,352-68.9% |
| Admin fee / account holder | $104 | $5,691-98.2% | $4,880-97.9% | $9,540-98.9% |