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 | $11,452 | $54,726-79.1% | $68,793-83.4% | $64,186-82.2% |
| Participation rate | 32.2% | 68.0%-35.8pp | 72.2%-40.0pp | 69.6%-37.4pp |
| Annual return | -11.98% | -1.62%-10.4pp | -4.63%-7.3pp | 7.63%-19.6pp |
| Employer contribution / active EE | $391 | $1,846-78.8% | $2,625-85.1% | $2,381-83.6% |
| Participant deferral / active EE | $2,030 | $2,626-22.7% | $3,311-38.7% | $3,470-41.5% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |