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 | $12,358 | $57,354-78.5% | $83,848-85.3% | $64,186-80.7% |
| Participation rate | 47.2% | 68.6%-21.4pp | 76.1%-28.9pp | 69.6%-22.3pp |
| Annual return | -10.95% | 11.38%-22.3pp | 850.88%-861.8pp | 7.63%-18.6pp |
| Employer contribution / active EE | $887 | $2,545-65.2% | $3,631-75.6% | $2,381-62.8% |
| Participant deferral / active EE | $1,653 | $2,993-44.8% | $4,082-59.5% | $3,470-52.4% |
| Admin fee / account holder | $80 | $4,046-98.0% | $5,478-98.5% | $4,888-98.4% |