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 | $21,064 | $167,484-87.4% | $151,611-86.1% | $134,475-84.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -31.05% | 7.80%-38.8pp | 3.33%-34.4pp | 417.96%-449.0pp |
| Employer contribution / active EE | $1,837 | $6,829-73.1% | $6,166-70.2% | $4,740-61.2% |
| Participant deferral / active EE | $4,350 | $8,986-51.6% | $8,363-48.0% | $6,400-32.0% |
| Admin fee / account holder | $148 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |