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 7-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 | $8,786 | $73,867-88.1% | $143,757-93.9% | $68,494-87.2% |
| Participation rate | 61.7% | 66.7%-5.0pp | 80.3%-18.6pp | 67.9%-6.2pp |
| Annual return | -21.26% | 1.01%-22.3pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $612 | $3,184-80.8% | $4,951-87.6% | $2,596-76.4% |
| Participant deferral / active EE | $1,925 | $3,384-43.1% | $5,637-65.9% | $4,027-52.2% |
| Admin fee / account holder | $278 | $5,755-95.2% | $14,673-98.1% | $5,403-94.9% |