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 | $11,217 | $56,484-80.1% | $169,463-93.4% | $64,186-82.5% |
| Participation rate | 40.5% | 64.5%-24.0pp | 77.8%-37.2pp | 69.6%-29.0pp |
| Annual return | -13.25% | -1.55%-11.7pp | 1.83%-15.1pp | 7.63%-20.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,730 | $3,448-20.8% | $5,277-48.3% | $3,470-21.3% |
| Admin fee / account holder | $67 | $4,174-98.4% | $9,109-99.3% | $4,888-98.6% |