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 8-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 | $10,076 | $49,177-79.5% | $79,464-87.3% | $64,186-84.3% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.2pp | 69.6%-26.4pp |
| Annual return | -13.77% | -1.16%-12.6pp | 718.14%-731.9pp | 7.63%-21.4pp |
| Employer contribution / active EE | $883 | $2,076-57.5% | $2,800-68.5% | $2,381-62.9% |
| Participant deferral / active EE | $1,623 | $2,821-42.5% | $3,704-56.2% | $3,470-53.2% |
| Admin fee / account holder | $219 | $3,839-94.3% | $5,113-95.7% | $4,888-95.5% |