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 | $8,901 | $56,484-84.2% | $169,463-94.7% | $64,186-86.1% |
| Participation rate | 64.3% | 64.5%-0.3pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -11.39% | -1.55%-9.8pp | 1.83%-13.2pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,053 | $1,832-42.5% | $4,159-74.7% | $2,381-55.8% |
| Participant deferral / active EE | $2,836 | $3,448-17.8% | $5,277-46.3% | $3,470-18.3% |
| Admin fee / account holder | $136 | $4,174-96.7% | $9,109-98.5% | $4,888-97.2% |