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 | $15,436 | $50,958-69.7% | $74,550-79.3% | $64,186-76.0% |
| Participation rate | 53.5% | 61.1%-7.6pp | 69.1%-15.7pp | 69.6%-16.1pp |
| Annual return | -10.74% | -1.86%-8.9pp | 32.53%-43.3pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,389 | $1,115+24.6% | $1,961-29.1% | $2,381-41.6% |
| Participant deferral / active EE | $1,842 | $2,301-20.0% | $3,108-40.8% | $3,470-46.9% |
| Admin fee / account holder | $263 | $4,223-93.8% | $5,060-94.8% | $4,888-94.6% |