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 | $11,800 | $72,404-83.7% | $110,238-89.3% | $64,186-81.6% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | -15.65% | -6.29%-9.4pp | 314.74%-330.4pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1,461 | $2,282-36.0% | $3,826-61.8% | $2,381-38.6% |
| Participant deferral / active EE | $3,391 | $3,469-2.3% | $4,672-27.4% | $3,470-2.3% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |