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 | $10,077 | $48,076-79.0% | $78,689-87.2% | $62,891-84.0% |
| Participation rate | 54.8% | 65.2%-10.4pp | 73.6%-18.7pp | 69.3%-14.5pp |
| Annual return | -2.59% | 31.35%-33.9pp | 62.18%-64.8pp | 20.14%-22.7pp |
| Employer contribution / active EE | $323 | $2,015-84.0% | $2,851-88.7% | $2,281-85.9% |
| Participant deferral / active EE | $779 | $2,588-69.9% | $3,517-77.9% | $3,203-75.7% |
| Admin fee / account holder | $75 | $3,207-97.7% | $4,510-98.3% | $4,296-98.3% |