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 | $6,846 | $42,383-83.8% | $76,523-91.1% | $64,186-89.3% |
| Participation rate | 17.6% | 58.1%-40.5pp | 68.0%-50.4pp | 69.6%-51.9pp |
| Annual return | -20.78% | -16.54%-4.2pp | -0.27%-20.5pp | 7.63%-28.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $969 | $2,566-62.2% | $3,835-74.7% | $3,470-72.1% |
| Admin fee / account holder | $3 | $3,198-99.9% | $4,848-99.9% | $4,888-99.9% |