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 | $20,979 | $94,529-77.8% | $140,016-85.0% | $64,186-67.3% |
| Participation rate | 69.4% | 84.1%-14.6pp | 87.5%-18.1pp | 69.6%-0.1pp |
| Annual return | -10.88% | 7.77%-18.7pp | 651.12%-662.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,179 | $3,812-42.8% | $5,606-61.1% | $2,381-8.5% |
| Participant deferral / active EE | $4,719 | $5,250-10.1% | $6,927-31.9% | $3,470+36.0% |
| Admin fee / account holder | $205 | $6,741-97.0% | $10,705-98.1% | $4,888-95.8% |