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 | $13,373 | $58,927-77.3% | $76,817-82.6% | $72,985-81.7% |
| Participation rate | 23.4% | 67.3%-43.9pp | 72.1%-48.7pp | 69.5%-46.1pp |
| Annual return | 6.54% | 2305.64%-2299.1pp | 1166.11%-1159.6pp | 81.00%-74.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,511 | $2,690-43.9% | $3,336-54.7% | $3,607-58.1% |
| Admin fee / account holder | $292 | $4,013-92.7% | $6,420-95.4% | $5,124-94.3% |