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 | $3,769 | $42,894-91.2% | $60,874-93.8% | $68,494-94.5% |
| Participation rate | 49.0% | 66.8%-17.8pp | 73.1%-24.1pp | 67.9%-18.9pp |
| Annual return | -39.76% | -13.98%-25.8pp | 16.90%-56.7pp | -7.84%-31.9pp |
| Employer contribution / active EE | $724 | $1,978-63.4% | $2,701-73.2% | $2,596-72.1% |
| Participant deferral / active EE | $1,283 | $2,867-55.3% | $3,817-66.4% | $4,027-68.1% |
| Admin fee / account holder | $45 | $3,101-98.6% | $3,224-98.6% | $5,403-99.2% |