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 | $4,013 | $158,817-97.5% | $121,196-96.7% | $135,375-97.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -12.10% | -0.64%-11.5pp | 16.93%-29.0pp | 519.73%-531.8pp |
| Employer contribution / active EE | $891 | $5,665-84.3% | $4,022-77.8% | $4,779-81.3% |
| Participant deferral / active EE | $1,347 | $4,005-66.4% | $3,344-59.7% | $5,609-76.0% |
| Admin fee / account holder | $43 | $6,512-99.3% | $5,019-99.1% | $10,827-99.6% |