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 6-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 | $5,208 | $73,867-92.9% | $143,757-96.4% | $68,494-92.4% |
| Participation rate | 34.6% | 66.7%-32.0pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -23.44% | 1.01%-24.5pp | -0.04%-23.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $529 | $3,184-83.4% | $4,951-89.3% | $2,596-79.6% |
| Participant deferral / active EE | $1,238 | $3,384-63.4% | $5,637-78.0% | $4,027-69.3% |
| Admin fee / account holder | $220 | $5,755-96.2% | $14,673-98.5% | $5,403-95.9% |