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 | $6,764 | $95,193-92.9% | $76,523-91.2% | $135,375-95.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -12.70% | 4.85%-17.5pp | -0.27%-12.4pp | 519.73%-532.4pp |
| Employer contribution / active EE | $650 | $3,302-80.3% | $2,647-75.4% | $4,779-86.4% |
| Participant deferral / active EE | $1,082 | $4,639-76.7% | $3,835-71.8% | $5,609-80.7% |
| Admin fee / account holder | $30 | $6,249-99.5% | $4,848-99.4% | $10,827-99.7% |