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 | $15,382 | $52,836-70.9% | $105,738-85.5% | $64,186-76.0% |
| Participation rate | 57.8% | 66.5%-8.8pp | 76.3%-18.6pp | 69.6%-11.8pp |
| Annual return | -14.71% | 14.30%-29.0pp | 6.27%-21.0pp | 7.63%-22.3pp |
| Employer contribution / active EE | $2,106 | $1,827+15.3% | $3,268-35.6% | $2,381-11.5% |
| Participant deferral / active EE | $3,199 | $2,545+25.7% | $4,080-21.6% | $3,470-7.8% |
| Admin fee / account holder | $91 | $3,959-97.7% | $6,913-98.7% | $4,888-98.1% |