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 | $9,391 | $95,862-90.2% | $79,550-88.2% | $134,475-93.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -47.75% | -2.69%-45.1pp | 0.16%-47.9pp | 417.96%-465.7pp |
| Employer contribution / active EE | $590 | $3,128-81.1% | $2,413-75.5% | $4,740-87.5% |
| Participant deferral / active EE | $4,213 | $4,693-10.2% | $3,985+5.7% | $6,400-34.2% |
| Admin fee / account holder | $223 | $9,126-97.6% | $6,832-96.7% | $11,426-98.0% |