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 10-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 | $10,241 | $85,202-88.0% | $172,739-94.1% | $72,985-86.0% |
| Participation rate | 54.2% | 70.1%-15.9pp | 82.6%-28.5pp | 69.5%-15.3pp |
| Annual return | 6.05% | 27.32%-21.3pp | 802.84%-796.8pp | 81.00%-74.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $985 | $3,260-69.8% | $5,198-81.0% | $3,607-72.7% |
| Admin fee / account holder | $119 | $5,884-98.0% | $13,954-99.1% | $5,124-97.7% |