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 | $6,883 | $54,726-87.4% | $68,793-90.0% | $64,186-89.3% |
| Participation rate | 47.4% | 68.0%-20.7pp | 72.2%-24.9pp | 69.6%-22.2pp |
| Annual return | -17.26% | -1.62%-15.6pp | -4.63%-12.6pp | 7.63%-24.9pp |
| Employer contribution / active EE | $1,012 | $1,846-45.2% | $2,625-61.5% | $2,381-57.5% |
| Participant deferral / active EE | $1,573 | $2,626-40.1% | $3,311-52.5% | $3,470-54.7% |
| Admin fee / account holder | $36 | $4,027-99.1% | $5,131-99.3% | $4,888-99.3% |