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 | $4,571 | $48,265-90.5% | $68,791-93.4% | $68,494-93.3% |
| Participation rate | 43.5% | 60.7%-17.2pp | 69.0%-25.5pp | 67.9%-24.4pp |
| Annual return | -36.18% | -12.71%-23.5pp | -6.38%-29.8pp | -7.84%-28.3pp |
| Employer contribution / active EE | $798 | $1,829-56.3% | $2,655-69.9% | $2,596-69.2% |
| Participant deferral / active EE | $2,215 | $2,867-22.7% | $3,941-43.8% | $4,027-45.0% |
| Admin fee / account holder | $181 | $4,355-95.8% | $4,932-96.3% | $5,403-96.7% |