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 | $14,736 | $62,586-76.5% | $76,768-80.8% | $64,186-77.0% |
| Participation rate | 44.0% | 72.8%-28.8pp | 77.0%-33.0pp | 69.6%-25.6pp |
| Annual return | -11.28% | -1.95%-9.3pp | 2.43%-13.7pp | 7.63%-18.9pp |
| Employer contribution / active EE | $981 | $1,832-46.5% | $2,485-60.5% | $2,381-58.8% |
| Participant deferral / active EE | $1,703 | $3,145-45.8% | $3,852-55.8% | $3,470-50.9% |
| Admin fee / account holder | $169 | $4,667-96.4% | $6,675-97.5% | $4,888-96.5% |