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 8-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 | $6,768 | $57,354-88.2% | $83,848-91.9% | $64,186-89.5% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -18.65% | 11.38%-30.0pp | 850.88%-869.5pp | 7.63%-26.3pp |
| Employer contribution / active EE | $891 | $2,545-65.0% | $3,631-75.5% | $2,381-62.6% |
| Participant deferral / active EE | $2,069 | $2,993-30.9% | $4,082-49.3% | $3,470-40.4% |
| Admin fee / account holder | $243 | $4,046-94.0% | $5,478-95.6% | $4,888-95.0% |