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 | $6,372 | $211,958-97.0% | $169,463-96.2% | $135,375-95.3% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -17.77% | 3.26%-21.0pp | 1.83%-19.6pp | 519.73%-537.5pp |
| Employer contribution / active EE | $912 | $5,120-82.2% | $4,159-78.1% | $4,779-80.9% |
| Participant deferral / active EE | $1,084 | $6,075-82.2% | $5,277-79.5% | $5,609-80.7% |
| Admin fee / account holder | $59 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |