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 | $16,280 | $65,365-75.1% | $92,893-82.5% | $72,985-77.7% |
| Participation rate | 37.0% | 68.3%-31.4pp | 76.0%-39.0pp | 69.5%-32.5pp |
| Annual return | 15.18% | 42.10%-26.9pp | 109.41%-94.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $783 | $2,594-69.8% | $3,653-78.6% | $2,440-67.9% |
| Participant deferral / active EE | $1,372 | $3,128-56.1% | $4,236-67.6% | $3,607-62.0% |
| Admin fee / account holder | $144 | $4,251-96.6% | $5,794-97.5% | $5,124-97.2% |