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 | $14,125 | $167,307-91.6% | $143,757-90.2% | $134,475-89.5% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -44.66% | 0.46%-45.1pp | -0.04%-44.6pp | 417.96%-462.6pp |
| Employer contribution / active EE | $2,554 | $5,619-54.5% | $4,951-48.4% | $4,740-46.1% |
| Participant deferral / active EE | $3,362 | $6,446-47.8% | $5,637-40.4% | $6,400-47.5% |
| Admin fee / account holder | $67 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |