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 | $5,172 | $93,024-94.4% | $77,024-93.3% | $134,475-96.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -26.90% | 62.60%-89.5pp | 42.32%-69.2pp | 417.96%-444.9pp |
| Employer contribution / active EE | $433 | $3,418-87.3% | $2,812-84.6% | $4,740-90.9% |
| Participant deferral / active EE | $2,026 | $5,238-61.3% | $4,426-54.2% | $6,400-68.3% |
| Admin fee / account holder | $197 | $6,944-97.2% | $5,425-96.4% | $11,426-98.3% |