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 | $9,692 | $58,828-83.5% | $77,999-87.6% | $62,891-84.6% |
| Participation rate | 60.7% | 71.1%-10.3pp | 75.5%-14.8pp | 69.3%-8.6pp |
| Annual return | 3.54% | 17.16%-13.6pp | 425.96%-422.4pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,257 | $1,672-24.8% | $2,470-49.1% | $2,281-44.9% |
| Participant deferral / active EE | $2,896 | $2,686+7.8% | $3,497-17.2% | $3,203-9.6% |
| Admin fee / account holder | $170 | $4,393-96.1% | $5,480-96.9% | $4,296-96.0% |