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 | $5,524 | $140,940-96.1% | $112,229-95.1% | $139,434-96.0% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | -23.18% | 32.71%-55.9pp | 30.20%-53.4pp | 372.94%-396.1pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,340 | $5,874-60.2% | $4,798-51.2% | $6,710-65.1% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,748-99.5% | $11,403-99.7% |