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 | $10,153 | $39,122-74.0% | $57,179-82.2% | $62,891-83.9% |
| Participation rate | 54.2% | 70.5%-16.3pp | 75.3%-21.2pp | 69.3%-15.1pp |
| Annual return | -0.99% | 9.23%-10.2pp | 14.59%-15.6pp | 20.14%-21.1pp |
| Employer contribution / active EE | $839 | $1,874-55.2% | $2,682-68.7% | $2,281-63.2% |
| Participant deferral / active EE | $1,548 | $2,374-34.8% | $3,096-50.0% | $3,203-51.7% |
| Admin fee / account holder | $142 | $2,592-94.5% | $3,139-95.5% | $4,296-96.7% |