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 6-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 | $8,395 | $133,958-93.7% | $112,228-92.5% | $134,475-93.8% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-53.9pp |
| Annual return | -22.38% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $938 | $4,038-76.8% | $3,635-74.2% | $4,740-80.2% |
| Participant deferral / active EE | $2,338 | $5,291-55.8% | $4,728-50.6% | $6,400-63.5% |
| Admin fee / account holder | $197 | $7,489-97.4% | $6,410-96.9% | $11,426-98.3% |