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 9-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 | $13,510 | $50,958-73.5% | $74,550-81.9% | $64,186-79.0% |
| Participation rate | 56.8% | 61.1%-4.3pp | 69.1%-12.4pp | 69.6%-12.8pp |
| Annual return | -9.04% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,348 | $1,115+20.9% | $1,961-31.2% | $2,381-43.4% |
| Participant deferral / active EE | $1,705 | $2,301-25.9% | $3,108-45.2% | $3,470-50.9% |
| Admin fee / account holder | $231 | $4,223-94.5% | $5,060-95.4% | $4,888-95.3% |