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 3-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 | $27,328 | $101,724-73.1% | $164,813-83.4% | $80,856-66.2% |
| Participation rate | 59.5% | 71.8%-12.3pp | 78.6%-19.1pp | 67.6%-8.1pp |
| Annual return | 10.34% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,739 | $2,953-41.1% | $4,341-59.9% | $2,755-36.9% |
| Participant deferral / active EE | $5,902 | $4,477+31.8% | $6,031-2.2% | $4,296+37.4% |
| Admin fee / account holder | $11 | $8,227-99.9% | $12,690-99.9% | $6,918-99.8% |