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 | $11,405 | $52,681-78.4% | $75,781-85.0% | $59,632-80.9% |
| Participation rate | 23.3% | 67.2%-44.0pp | 75.8%-52.6pp | 68.7%-45.4pp |
| Annual return | -6.58% | 2.95%-9.5pp | 9.68%-16.3pp | 2041.28%-2047.9pp |
| Employer contribution / active EE | $671 | $2,193-69.4% | $3,323-79.8% | $2,203-69.5% |
| Participant deferral / active EE | $1,258 | $2,591-51.4% | $3,651-65.5% | $3,192-60.6% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |