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 | $17,362 | $52,836-67.1% | $105,738-83.6% | $64,186-73.0% |
| Participation rate | 43.6% | 66.5%-23.0pp | 76.3%-32.7pp | 69.6%-26.0pp |
| Annual return | -11.61% | 14.30%-25.9pp | 6.27%-17.9pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,402 | $1,827-23.3% | $3,268-57.1% | $2,381-41.1% |
| Participant deferral / active EE | $3,231 | $2,545+26.9% | $4,080-20.8% | $3,470-6.9% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,888-100.0% |