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 | $3,986 | $56,897-93.0% | $84,750-95.3% | $62,891-93.7% |
| Participation rate | 29.4% | 68.5%-39.1pp | 76.6%-47.2pp | 69.3%-39.9pp |
| Annual return | 3.97% | 6.30%-2.3pp | 22.78%-18.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $843 | $2,400-64.9% | $3,574-76.4% | $2,281-63.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $93 | $3,581-97.4% | $5,332-98.3% | $4,296-97.8% |