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 | $20,972 | $61,660-66.0% | $80,019-73.8% | $64,186-67.3% |
| Participation rate | 26.2% | 71.7%-45.5pp | 75.8%-49.7pp | 69.6%-43.4pp |
| Annual return | -12.40% | -0.33%-12.1pp | 11.22%-23.6pp | 7.63%-20.0pp |
| Employer contribution / active EE | $914 | $1,810-49.5% | $2,468-63.0% | $2,381-61.6% |
| Participant deferral / active EE | $1,530 | $2,968-48.4% | $3,686-58.5% | $3,470-55.9% |
| Admin fee / account holder | $294 | $5,417-94.6% | $6,521-95.5% | $4,888-94.0% |