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 6-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 | $22,863 | $73,004-68.7% | $90,749-74.8% | $68,494-66.6% |
| Participation rate | 35.0% | 70.8%-35.8pp | 75.7%-40.7pp | 67.9%-32.9pp |
| Annual return | -21.62% | -13.81%-7.8pp | -12.16%-9.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,415 | $2,193-35.5% | $2,921-51.5% | $2,596-45.5% |
| Participant deferral / active EE | $2,028 | $3,627-44.1% | $4,564-55.6% | $4,027-49.7% |
| Admin fee / account holder | $238 | $5,896-96.0% | $8,445-97.2% | $5,403-95.6% |