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 | $14,247 | $138,562-89.7% | $246,525-94.2% | $116,875-87.8% |
| Participation rate | 7.3% | 72.8%-65.5pp | 82.0%-74.6pp | 74.5%-67.2pp |
| Annual return | 11.06% | 16.14%-5.1pp | 0.46%+10.6pp | 16.29%-5.2pp |
| Employer contribution / active EE | $0 | $4,835-100.0% | $7,467-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $0 | $18,110-100.0% | $16,551-100.0% | $12,263-100.0% |