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 5-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 | $3,453 | $59,101-94.2% | $77,163-95.5% | $75,163-95.4% |
| Participation rate | 56.4% | 63.9%-7.5pp | 69.6%-13.2pp | 67.2%-10.8pp |
| Annual return | 6.82% | 26.71%-19.9pp | 37.87%-31.1pp | 160.62%-153.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |