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 | $4,151 | $42,396-90.2% | $67,313-93.8% | $56,287-92.6% |
| Participation rate | 58.0% | 61.0%-2.9pp | 69.1%-11.0pp | 69.9%-11.8pp |
| Annual return | -8.60% | -36.63%+28.0pp | -4.08%-4.5pp | -9.96%+1.4pp |
| Employer contribution / active EE | $334 | $1,414-76.4% | $2,566-87.0% | $2,111-84.2% |
| Participant deferral / active EE | $992 | $2,360-58.0% | $3,568-72.2% | $3,350-70.4% |
| Admin fee / account holder | $163 | $510-68.1% | $4,507-96.4% | $521-68.8% |