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 | $8,916 | $90,503-90.1% | $78,689-88.7% | $273,961-96.7% |
| Participation rate | 9.1% | 76.5%-67.4pp | 73.6%-64.5pp | 83.0%-73.9pp |
| Annual return | 1.35% | 75.60%-74.3pp | 62.18%-60.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,965 | $3,901-49.6% | $3,517-44.1% | $5,287-62.8% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |