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 | $4,277 | $42,383-89.9% | $76,523-94.4% | $64,186-93.3% |
| Participation rate | 23.9% | 58.1%-34.3pp | 68.0%-44.1pp | 69.6%-45.7pp |
| Annual return | -20.41% | -16.54%-3.9pp | -0.27%-20.1pp | 7.63%-28.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,073 | $2,566-58.2% | $3,835-72.0% | $3,470-69.1% |
| Admin fee / account holder | $42 | $3,198-98.7% | $4,848-99.1% | $4,888-99.1% |