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 | $3,417 | $56,357-93.9% | $104,294-96.7% | $68,494-95.0% |
| Participation rate | 41.9% | 63.3%-21.3pp | 73.3%-31.3pp | 67.9%-26.0pp |
| Annual return | -21.70% | -9.19%-12.5pp | 24.61%-46.3pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,138 | $3,077-63.0% | $4,625-75.4% | $4,027-71.7% |
| Admin fee / account holder | $42 | $4,903-99.1% | $7,339-99.4% | $5,403-99.2% |