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 7-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 | $7,753 | $81,900-90.5% | $119,609-93.5% | $68,494-88.7% |
| Participation rate | 54.5% | 71.9%-17.3pp | 79.3%-24.7pp | 67.9%-13.3pp |
| Annual return | -22.39% | -23.82%+1.4pp | -14.97%-7.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,283 | $2,693-52.4% | $4,232-69.7% | $2,596-50.6% |
| Participant deferral / active EE | $2,848 | $4,148-31.3% | $5,602-49.2% | $4,027-29.3% |
| Admin fee / account holder | $138 | $6,582-97.9% | $10,323-98.7% | $5,403-97.4% |