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 | $11,973 | $58,828-79.6% | $77,999-84.6% | $62,891-81.0% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 1.32% | 17.16%-15.8pp | 425.96%-424.6pp | 20.14%-18.8pp |
| Employer contribution / active EE | $567 | $1,672-66.1% | $2,470-77.0% | $2,281-75.1% |
| Participant deferral / active EE | $1,142 | $2,686-57.5% | $3,497-67.3% | $3,203-64.3% |
| Admin fee / account holder | $94 | $4,393-97.9% | $5,480-98.3% | $4,296-97.8% |