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 | $16,606 | $77,813-78.7% | $123,544-86.6% | $64,186-74.1% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -8.78% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $705 | $3,014-76.6% | $4,628-84.8% | $2,381-70.4% |
| Participant deferral / active EE | $3,411 | $5,240-34.9% | $6,426-46.9% | $3,470-1.7% |
| Admin fee / account holder | $167 | $5,519-97.0% | $9,284-98.2% | $4,888-96.6% |