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 6-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 | $15,270 | $64,707-76.4% | $112,228-86.4% | $68,494-77.7% |
| Participation rate | 48.5% | 67.2%-18.7pp | 75.1%-26.6pp | 67.9%-19.4pp |
| Annual return | -26.18% | -11.40%-14.8pp | 27.45%-53.6pp | -7.84%-18.3pp |
| Employer contribution / active EE | $978 | $2,746-64.4% | $3,635-73.1% | $2,596-62.3% |
| Participant deferral / active EE | $2,642 | $3,565-25.9% | $4,728-44.1% | $4,027-34.4% |
| Admin fee / account holder | $213 | $5,232-95.9% | $6,410-96.7% | $5,403-96.1% |