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 6-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 | $7,428 | $52,681-85.9% | $75,781-90.2% | $59,632-87.5% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.8%-7.8pp | 68.7%-0.7pp |
| Annual return | -4.35% | 2.95%-7.3pp | 9.68%-14.0pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,663 | $2,591+41.4% | $3,651+0.3% | $3,192+14.8% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |