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 | $9,532 | $42,894-77.8% | $60,874-84.3% | $68,494-86.1% |
| Participation rate | 41.2% | 66.8%-25.6pp | 73.1%-31.9pp | 67.9%-26.7pp |
| Annual return | -18.99% | -13.98%-5.0pp | 16.90%-35.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $623 | $1,978-68.5% | $2,701-76.9% | $2,596-76.0% |
| Participant deferral / active EE | $1,621 | $2,867-43.5% | $3,817-57.5% | $4,027-59.8% |
| Admin fee / account holder | $27 | $3,101-99.1% | $3,224-99.2% | $5,403-99.5% |