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 | $5,301 | $73,867-92.8% | $143,757-96.3% | $68,494-92.3% |
| Participation rate | 34.6% | 66.7%-32.0pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -26.48% | 1.01%-27.5pp | -0.04%-26.4pp | -7.84%-18.6pp |
| Employer contribution / active EE | $541 | $3,184-83.0% | $4,951-89.1% | $2,596-79.2% |
| Participant deferral / active EE | $986 | $3,384-70.9% | $5,637-82.5% | $4,027-75.5% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |