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 | $11,246 | $82,664-86.4% | $125,339-91.0% | $68,494-83.6% |
| Participation rate | 56.7% | 75.0%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -28.30% | -5.97%-22.3pp | 572.05%-600.4pp | -7.84%-20.5pp |
| Employer contribution / active EE | $1,167 | $3,381-65.5% | $4,814-75.7% | $2,596-55.0% |
| Participant deferral / active EE | $3,634 | $6,110-40.5% | $7,446-51.2% | $4,027-9.8% |
| Admin fee / account holder | $93 | $6,275-98.5% | $10,010-99.1% | $5,403-98.3% |