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 | $17,245 | $73,004-76.4% | $90,749-81.0% | $68,494-74.8% |
| Participation rate | 32.4% | 70.8%-38.4pp | 75.7%-43.3pp | 67.9%-35.5pp |
| Annual return | -22.44% | -13.81%-8.6pp | -12.16%-10.3pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,356 | $2,193-38.2% | $2,921-53.6% | $2,596-47.8% |
| Participant deferral / active EE | $2,121 | $3,627-41.5% | $4,564-53.5% | $4,027-47.3% |
| Admin fee / account holder | $188 | $5,896-96.8% | $8,445-97.8% | $5,403-96.5% |