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 8-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 | $7,887 | $50,958-84.5% | $74,550-89.4% | $64,186-87.7% |
| Participation rate | 24.2% | 61.1%-36.8pp | 69.1%-44.9pp | 69.6%-45.4pp |
| Annual return | -11.83% | -1.86%-10.0pp | 32.53%-44.4pp | 7.63%-19.5pp |
| Employer contribution / active EE | $547 | $1,115-51.0% | $1,961-72.1% | $2,381-77.0% |
| Participant deferral / active EE | $1,037 | $2,301-55.0% | $3,108-66.6% | $3,470-70.1% |
| Admin fee / account holder | $273 | $4,223-93.5% | $5,060-94.6% | $4,888-94.4% |