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 | $8,126 | $64,707-87.4% | $112,228-92.8% | $68,494-88.1% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.1%-31.1pp | 67.9%-23.9pp |
| Annual return | -23.59% | -11.40%-12.2pp | 27.45%-51.0pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,378 | $2,746-49.8% | $3,635-62.1% | $2,596-46.9% |
| Participant deferral / active EE | $2,099 | $3,565-41.1% | $4,728-55.6% | $4,027-47.9% |
| Admin fee / account holder | $296 | $5,232-94.3% | $6,410-95.4% | $5,403-94.5% |