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 | $11,741 | $56,897-79.4% | $84,750-86.1% | $62,891-81.3% |
| Participation rate | 31.0% | 68.5%-37.5pp | 76.6%-45.6pp | 69.3%-38.3pp |
| Annual return | 0.79% | 6.30%-5.5pp | 22.78%-22.0pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,158 | $2,709-57.2% | $3,712-68.8% | $3,203-63.8% |
| Admin fee / account holder | $139 | $3,581-96.1% | $5,332-97.4% | $4,296-96.8% |