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 | $11,192 | $71,883-84.4% | $86,677-87.1% | $68,494-83.7% |
| Participation rate | 63.5% | 72.2%-8.7pp | 76.6%-13.1pp | 67.9%-4.4pp |
| Annual return | -19.52% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,621 | $2,173-25.4% | $2,836-42.8% | $2,596-37.6% |
| Participant deferral / active EE | $2,397 | $3,779-36.6% | $4,656-48.5% | $4,027-40.5% |
| Admin fee / account holder | $242 | $6,112-96.0% | $7,493-96.8% | $5,403-95.5% |