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 | $11,427 | $64,707-82.3% | $112,228-89.8% | $68,494-83.3% |
| Participation rate | 23.5% | 67.2%-43.6pp | 75.1%-51.5pp | 67.9%-44.4pp |
| Annual return | -27.11% | -11.40%-15.7pp | 27.45%-54.6pp | -7.84%-19.3pp |
| Employer contribution / active EE | $768 | $2,746-72.0% | $3,635-78.9% | $2,596-70.4% |
| Participant deferral / active EE | $1,698 | $3,565-52.4% | $4,728-64.1% | $4,027-57.8% |
| Admin fee / account holder | $281 | $5,232-94.6% | $6,410-95.6% | $5,403-94.8% |