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 | $22,071 | $67,606-67.4% | $82,313-73.2% | $70,131-68.5% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.9%-44.9pp | 69.5%-37.5pp |
| Annual return | 11.62% | 21.57%-10.0pp | 25.88%-14.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $504 | $1,755-71.3% | $2,428-79.2% | $2,342-78.5% |
| Participant deferral / active EE | $1,445 | $2,987-51.6% | $3,706-61.0% | $3,332-56.6% |
| Admin fee / account holder | $217 | $4,512-95.2% | $5,608-96.1% | $4,645-95.3% |