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 | $6,467 | $43,723-85.2% | $121,196-94.7% | $64,186-89.9% |
| Participation rate | 63.3% | 58.3%+5.0pp | 71.7%-8.4pp | 69.6%-6.2pp |
| Annual return | -11.38% | 68.91%-80.3pp | 16.93%-28.3pp | 7.63%-19.0pp |
| Employer contribution / active EE | $652 | $1,296-49.7% | $4,022-83.8% | $2,381-72.6% |
| Participant deferral / active EE | $1,547 | $2,280-32.2% | $3,344-53.8% | $3,470-55.4% |
| Admin fee / account holder | $298 | $3,501-91.5% | $5,019-94.1% | $4,888-93.9% |