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 | $5,442 | $48,364-88.7% | $71,796-92.4% | $62,891-91.3% |
| Participation rate | 42.4% | 60.6%-18.2pp | 69.1%-26.7pp | 69.3%-26.9pp |
| Annual return | -98.09% | 13.16%-111.2pp | 78.04%-176.1pp | 20.14%-118.2pp |
| Employer contribution / active EE | $851 | $1,042-18.4% | $1,924-55.8% | $2,281-62.7% |
| Participant deferral / active EE | $1,778 | $2,091-15.0% | $2,794-36.4% | $3,203-44.5% |
| Admin fee / account holder | $257 | $3,771-93.2% | $4,815-94.7% | $4,296-94.0% |