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 | $15,974 | $113,935-86.0% | $94,224-83.0% | $125,391-87.3% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -18.87% | 5.29%-24.2pp | 10.68%-29.5pp | 282.22%-301.1pp |
| Employer contribution / active EE | $1,297 | $4,727-72.6% | $3,587-63.8% | $4,866-73.3% |
| Participant deferral / active EE | $3,760 | $5,179-27.4% | $4,320-13.0% | $5,352-29.7% |
| Admin fee / account holder | $189 | $8,391-97.7% | $6,269-97.0% | $9,540-98.0% |