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 | $7,717 | $95,862-91.9% | $79,550-90.3% | $134,475-94.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -22.52% | -2.69%-19.8pp | 0.16%-22.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,194 | $3,128-29.8% | $2,413-9.1% | $4,740-53.7% |
| Participant deferral / active EE | $2,282 | $4,693-51.4% | $3,985-42.7% | $6,400-64.3% |
| Admin fee / account holder | $23 | $9,126-99.7% | $6,832-99.7% | $11,426-99.8% |