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 | $3,945 | $56,484-93.0% | $169,463-97.7% | $64,186-93.9% |
| Participation rate | 35.7% | 64.5%-28.8pp | 77.8%-42.1pp | 69.6%-33.9pp |
| Annual return | -20.37% | -1.55%-18.8pp | 1.83%-22.2pp | 7.63%-28.0pp |
| Employer contribution / active EE | $855 | $1,832-53.4% | $4,159-79.5% | $2,381-64.1% |
| Participant deferral / active EE | $2,736 | $3,448-20.6% | $5,277-48.2% | $3,470-21.1% |
| Admin fee / account holder | $4 | $4,174-99.9% | $9,109-100.0% | $4,888-99.9% |