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 7-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 | $5,188 | $54,350-90.5% | $82,719-93.7% | $68,494-92.4% |
| Participation rate | 67.6% | 63.9%+3.7pp | 72.6%-4.9pp | 67.9%-0.2pp |
| Annual return | -21.56% | -13.67%-7.9pp | 701.18%-722.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $374 | $2,218-83.2% | $3,009-87.6% | $2,596-85.6% |
| Participant deferral / active EE | $1,113 | $3,246-65.7% | $4,395-74.7% | $4,027-72.4% |
| Admin fee / account holder | $88 | $4,395-98.0% | $5,329-98.3% | $5,403-98.4% |