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 4-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 | $13,422 | $64,707-79.3% | $112,228-88.0% | $68,494-80.4% |
| Participation rate | 56.1% | 67.2%-11.1pp | 75.1%-19.0pp | 67.9%-11.8pp |
| Annual return | -21.88% | -11.40%-10.5pp | 27.45%-49.3pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,398 | $2,746-49.1% | $3,635-61.5% | $2,596-46.2% |
| Participant deferral / active EE | $3,312 | $3,565-7.1% | $4,728-29.9% | $4,027-17.7% |
| Admin fee / account holder | $272 | $5,232-94.8% | $6,410-95.8% | $5,403-95.0% |