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 | $9,320 | $62,586-85.1% | $76,768-87.9% | $64,186-85.5% |
| Participation rate | 65.9% | 72.8%-6.9pp | 77.0%-11.1pp | 69.6%-3.7pp |
| Annual return | -8.94% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,871 | $3,145-40.5% | $3,852-51.4% | $3,470-46.1% |
| Admin fee / account holder | $63 | $4,667-98.7% | $6,675-99.1% | $4,888-98.7% |