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 | $9,576 | $101,069-90.5% | $81,478-88.2% | $147,584-93.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | -0.43% | 32.40%-32.8pp | 38.78%-39.2pp | 578.55%-579.0pp |
| Employer contribution / active EE | $303 | $3,205-90.6% | $2,568-88.2% | $4,876-93.8% |
| Participant deferral / active EE | $2,711 | $4,242-36.1% | $3,537-23.3% | $5,439-50.2% |
| Admin fee / account holder | $90 | $5,812-98.4% | $4,561-98.0% | $10,885-99.2% |