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 | $7,772 | $93,071-91.6% | $74,583-89.6% | $273,961-97.2% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 0.69% | 26.18%-25.5pp | 20.47%-19.8pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,594 | $3,160-49.5% | $2,525-36.9% | $4,869-67.3% |
| Participant deferral / active EE | $1,883 | $4,160-54.7% | $3,458-45.5% | $5,287-64.4% |
| Admin fee / account holder | $103 | $5,272-98.0% | $4,138-97.5% | $10,132-99.0% |