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 7-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 | $6,736 | $42,894-84.3% | $60,874-88.9% | $68,494-90.2% |
| Participation rate | 29.4% | 66.8%-37.4pp | 73.1%-43.7pp | 67.9%-38.5pp |
| Annual return | -25.83% | -13.98%-11.9pp | 16.90%-42.7pp | -7.84%-18.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,290 | $2,867-55.0% | $3,817-66.2% | $4,027-68.0% |
| Admin fee / account holder | $28 | $3,101-99.1% | $3,224-99.1% | $5,403-99.5% |