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 | $4,311 | $64,707-93.3% | $112,228-96.2% | $68,494-93.7% |
| Participation rate | 42.6% | 67.2%-24.6pp | 75.1%-32.5pp | 67.9%-25.3pp |
| Annual return | -34.89% | -11.40%-23.5pp | 27.45%-62.3pp | -7.84%-27.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,604 | $3,565-55.0% | $4,728-66.1% | $4,027-60.2% |
| Admin fee / account holder | $100 | $5,232-98.1% | $6,410-98.4% | $5,403-98.1% |