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 | $21,004 | $61,660-65.9% | $80,019-73.8% | $64,186-67.3% |
| Participation rate | 51.4% | 71.7%-20.3pp | 75.8%-24.4pp | 69.6%-18.1pp |
| Annual return | -8.54% | -0.33%-8.2pp | 11.22%-19.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,822 | $2,968-38.6% | $3,686-50.6% | $3,470-47.5% |
| Admin fee / account holder | $252 | $5,417-95.3% | $6,521-96.1% | $4,888-94.8% |