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 | $5,825 | $73,867-92.1% | $143,757-95.9% | $68,494-91.5% |
| Participation rate | 31.8% | 66.7%-34.8pp | 80.3%-48.5pp | 67.9%-36.1pp |
| Annual return | -65.94% | 1.01%-67.0pp | -0.04%-65.9pp | -7.84%-58.1pp |
| Employer contribution / active EE | $682 | $3,184-78.6% | $4,951-86.2% | $2,596-73.7% |
| Participant deferral / active EE | $1,124 | $3,384-66.8% | $5,637-80.1% | $4,027-72.1% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |