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 | $4,094 | $91,190-95.5% | $178,490-97.7% | $79,858-94.9% |
| Participation rate | 65.7% | 69.2%-3.5pp | 81.9%-16.3pp | 69.6%-4.0pp |
| Annual return | 7.56% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,345 | $3,236-58.4% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $36 | $6,751-99.5% | $13,984-99.7% | $5,306-99.3% |