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 | $7,890 | $71,480-89.0% | $90,782-91.3% | $64,186-87.7% |
| Participation rate | 59.3% | 77.6%-18.3pp | 82.7%-23.4pp | 69.6%-10.3pp |
| Annual return | -13.12% | -4.25%-8.9pp | -3.42%-9.7pp | 7.63%-20.7pp |
| Employer contribution / active EE | $1,151 | $3,415-66.3% | $4,105-72.0% | $2,381-51.7% |
| Participant deferral / active EE | $1,796 | $4,302-58.3% | $5,366-66.5% | $3,470-48.2% |
| Admin fee / account holder | $90 | $6,309-98.6% | $5,908-98.5% | $4,888-98.2% |