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 | $9,255 | $133,958-93.1% | $112,228-91.8% | $134,475-93.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -21.33% | 47.11%-68.4pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $944 | $4,038-76.6% | $3,635-74.0% | $4,740-80.1% |
| Participant deferral / active EE | $3,184 | $5,291-39.8% | $4,728-32.7% | $6,400-50.2% |
| Admin fee / account holder | $67 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |