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 | $8,071 | $81,900-90.1% | $119,609-93.3% | $68,494-88.2% |
| Participation rate | 53.6% | 71.9%-18.3pp | 79.3%-25.6pp | 67.9%-14.3pp |
| Annual return | -19.92% | -23.82%+3.9pp | -14.97%-4.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,884 | $2,693+7.1% | $4,232-31.9% | $2,596+11.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $11 | $6,582-99.8% | $10,323-99.9% | $5,403-99.8% |