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 | $10,790 | $142,344-92.4% | $119,609-91.0% | $134,475-92.0% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -24.16% | -12.44%-11.7pp | -14.97%-9.2pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,321 | $5,222-74.7% | $4,232-68.8% | $4,740-72.1% |
| Participant deferral / active EE | $4,013 | $6,469-38.0% | $5,602-28.4% | $6,400-37.3% |
| Admin fee / account holder | $72 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |