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 | $17,040 | $167,307-89.8% | $143,757-88.1% | $134,475-87.3% |
| Participation rate | 47.8% | 84.8%-37.0pp | 80.3%-32.5pp | 81.2%-33.4pp |
| Annual return | -32.82% | 0.46%-33.3pp | -0.04%-32.8pp | 417.96%-450.8pp |
| Employer contribution / active EE | $1,473 | $5,619-73.8% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $3,352 | $6,446-48.0% | $5,637-40.5% | $6,400-47.6% |
| Admin fee / account holder | $94 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |