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 | $6,529 | $42,894-84.8% | $60,874-89.3% | $68,494-90.5% |
| Participation rate | 25.8% | 66.8%-41.0pp | 73.1%-47.3pp | 67.9%-42.1pp |
| Annual return | -36.96% | -13.98%-23.0pp | 16.90%-53.9pp | -7.84%-29.1pp |
| Employer contribution / active EE | $446 | $1,978-77.4% | $2,701-83.5% | $2,596-82.8% |
| Participant deferral / active EE | $1,300 | $2,867-54.7% | $3,817-65.9% | $4,027-67.7% |
| Admin fee / account holder | $48 | $3,101-98.5% | $3,224-98.5% | $5,403-99.1% |