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 8-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 | $8,461 | $77,813-89.1% | $123,544-93.2% | $64,186-86.8% |
| Participation rate | 58.8% | 74.7%-15.9pp | 82.3%-23.5pp | 69.6%-10.7pp |
| Annual return | -27.17% | 12.48%-39.6pp | 119.20%-146.4pp | 7.63%-34.8pp |
| Employer contribution / active EE | $1,499 | $3,014-50.3% | $4,628-67.6% | $2,381-37.0% |
| Participant deferral / active EE | $2,562 | $5,240-51.1% | $6,426-60.1% | $3,470-26.2% |
| Admin fee / account holder | $202 | $5,519-96.3% | $9,284-97.8% | $4,888-95.9% |