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 | $5,819 | $43,723-86.7% | $121,196-95.2% | $64,186-90.9% |
| Participation rate | 38.7% | 58.3%-19.7pp | 71.7%-33.1pp | 69.6%-30.9pp |
| Annual return | -15.45% | 68.91%-84.4pp | 16.93%-32.4pp | 7.63%-23.1pp |
| Employer contribution / active EE | $505 | $1,296-61.1% | $4,022-87.4% | $2,381-78.8% |
| Participant deferral / active EE | $1,104 | $2,280-51.6% | $3,344-67.0% | $3,470-68.2% |
| Admin fee / account holder | $286 | $3,501-91.8% | $5,019-94.3% | $4,888-94.2% |