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 | $9,060 | $72,404-87.5% | $110,238-91.8% | $64,186-85.9% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.6pp |
| Annual return | -11.19% | -6.29%-4.9pp | 314.74%-325.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $855 | $2,282-62.5% | $3,826-77.7% | $2,381-64.1% |
| Participant deferral / active EE | $2,549 | $3,469-26.5% | $4,672-45.4% | $3,470-26.5% |
| Admin fee / account holder | $27 | $5,664-99.5% | $8,547-99.7% | $4,888-99.5% |