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 | $9,585 | $59,805-84.0% | $79,550-88.0% | $68,494-86.0% |
| Participation rate | 22.9% | 61.1%-38.2pp | 69.5%-46.6pp | 67.9%-45.0pp |
| Annual return | -33.57% | -12.30%-21.3pp | 0.16%-33.7pp | -7.84%-25.7pp |
| Employer contribution / active EE | $595 | $1,505-60.5% | $2,413-75.3% | $2,596-77.1% |
| Participant deferral / active EE | $1,622 | $3,024-46.4% | $3,985-59.3% | $4,027-59.7% |
| Admin fee / account holder | $44 | $4,835-99.1% | $6,832-99.4% | $5,403-99.2% |