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 4-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 | $6,721 | $71,883-90.7% | $86,677-92.2% | $68,494-90.2% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -25.32% | 3.52%-28.8pp | 35.91%-61.2pp | -7.84%-17.5pp |
| Employer contribution / active EE | $1,960 | $2,173-9.8% | $2,836-30.9% | $2,596-24.5% |
| Participant deferral / active EE | $3,072 | $3,779-18.7% | $4,656-34.0% | $4,027-23.7% |
| Admin fee / account holder | $98 | $6,112-98.4% | $7,493-98.7% | $5,403-98.2% |