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 | $20,905 | $135,952-84.6% | $123,892-83.1% | $273,961-92.4% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 0.13% | 56.63%-56.5pp | 47.52%-47.4pp | 41.45%-41.3pp |
| Employer contribution / active EE | $2,245 | $5,170-56.6% | $4,617-51.4% | $4,869-53.9% |
| Participant deferral / active EE | $5,311 | $6,343-16.3% | $5,984-11.3% | $5,287+0.4% |
| Admin fee / account holder | $233 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |