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 | $12,618 | $62,586-79.8% | $76,768-83.6% | $64,186-80.3% |
| Participation rate | 58.6% | 72.8%-14.2pp | 77.0%-18.3pp | 69.6%-10.9pp |
| Annual return | -10.74% | -1.95%-8.8pp | 2.43%-13.2pp | 7.63%-18.4pp |
| Employer contribution / active EE | $512 | $1,832-72.0% | $2,485-79.4% | $2,381-78.5% |
| Participant deferral / active EE | $2,148 | $3,145-31.7% | $3,852-44.2% | $3,470-38.1% |
| Admin fee / account holder | $170 | $4,667-96.3% | $6,675-97.4% | $4,888-96.5% |