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 | $21,743 | $60,349-64.0% | $74,183-70.7% | $62,891-65.4% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 0.98% | 21.37%-20.4pp | 17.74%-16.8pp | 20.14%-19.2pp |
| Employer contribution / active EE | $635 | $1,680-62.2% | $2,370-73.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,543 | $2,856-46.0% | $3,550-56.5% | $3,203-51.8% |
| Admin fee / account holder | $54 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |