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 10-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 | $8,288 | $50,958-83.7% | $74,550-88.9% | $64,186-87.1% |
| Participation rate | 36.0% | 61.1%-25.1pp | 69.1%-33.1pp | 69.6%-33.6pp |
| Annual return | -10.44% | -1.86%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,738 | $2,301-24.5% | $3,108-44.1% | $3,470-49.9% |
| Admin fee / account holder | $247 | $4,223-94.1% | $5,060-95.1% | $4,888-94.9% |