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 | $8,911 | $57,354-84.5% | $83,848-89.4% | $64,186-86.1% |
| Participation rate | 57.7% | 68.6%-10.9pp | 76.1%-18.5pp | 69.6%-11.9pp |
| Annual return | -10.80% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $754 | $2,545-70.4% | $3,631-79.2% | $2,381-68.3% |
| Participant deferral / active EE | $1,628 | $2,993-45.6% | $4,082-60.1% | $3,470-53.1% |
| Admin fee / account holder | $116 | $4,046-97.1% | $5,478-97.9% | $4,888-97.6% |