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 | $1,084 | $57,016-98.1% | $84,966-98.7% | $80,856-98.7% |
| Participation rate | 46.7% | 56.3%-9.7pp | 67.5%-20.8pp | 67.6%-21.0pp |
| Annual return | -0.47% | 21.66%-22.1pp | 66.38%-66.9pp | 35.59%-36.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $17 | $4,980-99.7% | $6,149-99.7% | $6,918-99.8% |