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 | $5,127 | $54,350-90.6% | $82,719-93.8% | $68,494-92.5% |
| Participation rate | 41.4% | 63.9%-22.5pp | 72.6%-31.2pp | 67.9%-26.5pp |
| Annual return | -28.27% | -13.67%-14.6pp | 701.18%-729.4pp | -7.84%-20.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,110 | $3,246-35.0% | $4,395-52.0% | $4,027-47.6% |
| Admin fee / account holder | $142 | $4,395-96.8% | $5,329-97.3% | $5,403-97.4% |