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 | $12,816 | $82,664-84.5% | $125,339-89.8% | $68,494-81.3% |
| Participation rate | 37.5% | 75.0%-37.5pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -32.06% | -5.97%-26.1pp | 572.05%-604.1pp | -7.84%-24.2pp |
| Employer contribution / active EE | $1,226 | $3,381-63.8% | $4,814-74.5% | $2,596-52.8% |
| Participant deferral / active EE | $3,551 | $6,110-41.9% | $7,446-52.3% | $4,027-11.8% |
| Admin fee / account holder | $87 | $6,275-98.6% | $10,010-99.1% | $5,403-98.4% |