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 10-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 | $2,366 | $64,707-96.3% | $112,228-97.9% | $68,494-96.5% |
| Participation rate | 35.0% | 67.2%-32.2pp | 75.1%-40.1pp | 67.9%-32.9pp |
| Annual return | -33.89% | -11.40%-22.5pp | 27.45%-61.3pp | -7.84%-26.0pp |
| Employer contribution / active EE | $968 | $2,746-64.7% | $3,635-73.4% | $2,596-62.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $82 | $5,232-98.4% | $6,410-98.7% | $5,403-98.5% |