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 | $7,729 | $167,307-95.4% | $143,757-94.6% | $134,475-94.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -40.73% | 0.46%-41.2pp | -0.04%-40.7pp | 417.96%-458.7pp |
| Employer contribution / active EE | $2,282 | $5,619-59.4% | $4,951-53.9% | $4,740-51.9% |
| Participant deferral / active EE | $2,318 | $6,446-64.0% | $5,637-58.9% | $6,400-63.8% |
| Admin fee / account holder | $42 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |