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 | $115,596 | $785,698-85.3% | $694,382-83.4% | $546,767-78.9% |
| Participation rate | 50.0% | 79.2%-29.2pp | 77.1%-27.1pp | 84.6%-34.6pp |
| Annual return | -4.87% | 9.34%-14.2pp | 9.66%-14.5pp | 10.48%-15.4pp |
| Employer contribution / active EE | $0 | $27,225-100.0% | $25,660-100.0% | $25,108-100.0% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,683-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |