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 | $6,237 | $42,894-85.5% | $60,874-89.8% | $68,494-90.9% |
| Participation rate | 43.9% | 66.8%-22.9pp | 73.1%-29.2pp | 67.9%-24.0pp |
| Annual return | -22.05% | -13.98%-8.1pp | 16.90%-38.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $469 | $1,978-76.3% | $2,701-82.6% | $2,596-81.9% |
| Participant deferral / active EE | $1,375 | $2,867-52.0% | $3,817-64.0% | $4,027-65.9% |
| Admin fee / account holder | $40 | $3,101-98.7% | $3,224-98.8% | $5,403-99.3% |