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 | $7,371 | $54,726-86.5% | $68,793-89.3% | $64,186-88.5% |
| Participation rate | 47.9% | 68.0%-20.1pp | 72.2%-24.3pp | 69.6%-21.7pp |
| Annual return | -10.89% | -1.62%-9.3pp | -4.63%-6.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,016 | $2,626-61.3% | $3,311-69.3% | $3,470-70.7% |
| Admin fee / account holder | $102 | $4,027-97.5% | $5,131-98.0% | $4,888-97.9% |