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 | $17,644 | $152,587-88.4% | $125,175-85.9% | $152,861-88.5% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 6.85% | 54.84%-48.0pp | 43.79%-36.9pp | 345.32%-338.5pp |
| Employer contribution / active EE | $1,613 | $4,946-67.4% | $3,865-58.3% | $4,762-66.1% |
| Participant deferral / active EE | $2,986 | $5,868-49.1% | $4,937-39.5% | $5,850-49.0% |
| Admin fee / account holder | $27 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |