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 | $7,942 | $142,344-94.4% | $119,609-93.4% | $134,475-94.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -24.43% | -12.44%-12.0pp | -14.97%-9.5pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,616 | $5,222-69.1% | $4,232-61.8% | $4,740-65.9% |
| Participant deferral / active EE | $2,102 | $6,469-67.5% | $5,602-62.5% | $6,400-67.2% |
| Admin fee / account holder | $63 | $13,584-99.5% | $10,323-99.4% | $11,426-99.5% |