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 | $8,566 | $59,805-85.7% | $79,550-89.2% | $68,494-87.5% |
| Participation rate | 47.7% | 61.1%-13.3pp | 69.5%-21.8pp | 67.9%-20.2pp |
| Annual return | -22.75% | -12.30%-10.5pp | 0.16%-22.9pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,028 | $1,505-31.7% | $2,413-57.4% | $2,596-60.4% |
| Participant deferral / active EE | $2,044 | $3,024-32.4% | $3,985-48.7% | $4,027-49.2% |
| Admin fee / account holder | $138 | $4,835-97.1% | $6,832-98.0% | $5,403-97.4% |