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 | $4,425 | $107,791-95.9% | $90,645-95.1% | $135,375-96.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -16.48% | -0.90%-15.6pp | 1.88%-18.4pp | 519.73%-536.2pp |
| Employer contribution / active EE | $673 | $3,018-77.7% | $2,532-73.4% | $4,779-85.9% |
| Participant deferral / active EE | $2,647 | $3,872-31.6% | $3,425-22.7% | $5,609-52.8% |
| Admin fee / account holder | $51 | $5,930-99.1% | $4,994-99.0% | $10,827-99.5% |