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 6-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 | $6,472 | $93,024-93.0% | $77,024-91.6% | $134,475-95.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -22.36% | 62.60%-85.0pp | 42.32%-64.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $720 | $3,418-78.9% | $2,812-74.4% | $4,740-84.8% |
| Participant deferral / active EE | $4,867 | $5,238-7.1% | $4,426+9.9% | $6,400-24.0% |
| Admin fee / account holder | $85 | $6,944-98.8% | $5,425-98.4% | $11,426-99.3% |