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 | $6,811 | $43,327-84.3% | $59,878-88.6% | $64,186-89.4% |
| Participation rate | 63.6% | 69.2%-5.5pp | 74.7%-11.1pp | 69.6%-5.9pp |
| Annual return | -23.22% | -1.55%-21.7pp | 3.46%-26.7pp | 7.63%-30.9pp |
| Employer contribution / active EE | $2,188 | $2,028+7.9% | $2,722-19.6% | $2,381-8.1% |
| Participant deferral / active EE | $1,578 | $2,546-38.0% | $3,402-53.6% | $3,470-54.5% |
| Admin fee / account holder | $72 | $3,005-97.6% | $3,590-98.0% | $4,888-98.5% |