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 | $20,310 | $136,307-85.1% | $106,619-81.0% | $273,961-92.6% |
| Participation rate | 22.2% | 84.8%-62.5pp | 78.0%-55.8pp | 83.0%-60.8pp |
| Annual return | 0.02% | 11.05%-11.0pp | 9.42%-9.4pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,616 | $5,190-68.9% | $3,947-59.1% | $4,869-66.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |