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 | $4,945 | $47,848-89.7% | $81,478-93.9% | $70,131-92.9% |
| Participation rate | 52.4% | 58.3%-5.9pp | 68.0%-15.6pp | 69.5%-17.2pp |
| Annual return | 11.83% | 27.25%-15.4pp | 38.78%-26.9pp | 73.14%-61.3pp |
| Employer contribution / active EE | $388 | $1,527-74.6% | $2,568-84.9% | $2,342-83.4% |
| Participant deferral / active EE | $927 | $2,453-62.2% | $3,537-73.8% | $3,332-72.2% |
| Admin fee / account holder | $104 | $3,145-96.7% | $4,561-97.7% | $4,645-97.8% |