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 9-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 | $10,170 | $39,122-74.0% | $57,179-82.2% | $62,891-83.8% |
| Participation rate | 48.7% | 70.5%-21.8pp | 75.3%-26.7pp | 69.3%-20.6pp |
| Annual return | -2.73% | 9.23%-12.0pp | 14.59%-17.3pp | 20.14%-22.9pp |
| Employer contribution / active EE | $374 | $1,874-80.0% | $2,682-86.0% | $2,281-83.6% |
| Participant deferral / active EE | $1,294 | $2,374-45.5% | $3,096-58.2% | $3,203-59.6% |
| Admin fee / account holder | $99 | $2,592-96.2% | $3,139-96.8% | $4,296-97.7% |