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 | $5,520 | $64,707-91.5% | $112,228-95.1% | $68,494-91.9% |
| Participation rate | 60.9% | 67.2%-6.3pp | 75.1%-14.2pp | 67.9%-7.0pp |
| Annual return | -27.80% | -11.40%-16.4pp | 27.45%-55.2pp | -7.84%-20.0pp |
| Employer contribution / active EE | $1,013 | $2,746-63.1% | $3,635-72.1% | $2,596-61.0% |
| Participant deferral / active EE | $1,667 | $3,565-53.2% | $4,728-64.7% | $4,027-58.6% |
| Admin fee / account holder | $112 | $5,232-97.9% | $6,410-98.3% | $5,403-97.9% |