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 | $7,405 | $76,000-90.3% | $154,107-95.2% | $64,186-88.5% |
| Participation rate | 64.9% | 70.4%-5.5pp | 83.0%-18.1pp | 69.6%-4.6pp |
| Annual return | -24.47% | 30.32%-54.8pp | 735.12%-759.6pp | 7.63%-32.1pp |
| Employer contribution / active EE | $1,332 | $3,351-60.2% | $5,298-74.9% | $2,381-44.0% |
| Participant deferral / active EE | $2,937 | $3,175-7.5% | $5,081-42.2% | $3,470-15.3% |
| Admin fee / account holder | $90 | $5,596-98.4% | $13,411-99.3% | $4,888-98.2% |