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 8-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 | $14,356 | $52,681-72.8% | $75,781-81.1% | $59,632-75.9% |
| Participation rate | 26.8% | 67.2%-40.5pp | 75.8%-49.1pp | 68.7%-41.9pp |
| Annual return | -4.04% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $1,805 | $2,193-17.7% | $3,323-45.7% | $2,203-18.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $140 | $3,610-96.1% | $5,299-97.4% | $4,297-96.8% |