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 | $7,915 | $211,958-96.3% | $169,463-95.3% | $135,375-94.2% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -15.05% | 3.26%-18.3pp | 1.83%-16.9pp | 519.73%-534.8pp |
| Employer contribution / active EE | $808 | $5,120-84.2% | $4,159-80.6% | $4,779-83.1% |
| Participant deferral / active EE | $1,072 | $6,075-82.4% | $5,277-79.7% | $5,609-80.9% |
| Admin fee / account holder | $85 | $11,471-99.3% | $9,109-99.1% | $10,827-99.2% |