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 | $8,312 | $54,229-84.7% | $70,092-88.1% | $68,494-87.9% |
| Participation rate | 63.0% | 64.5%-1.4pp | 70.5%-7.4pp | 67.9%-4.8pp |
| Annual return | -52.58% | -13.87%-38.7pp | 190.73%-243.3pp | -7.84%-44.7pp |
| Employer contribution / active EE | $2,089 | $2,018+3.5% | $2,559-18.4% | $2,596-19.6% |
| Participant deferral / active EE | $3,443 | $2,956+16.5% | $3,849-10.5% | $4,027-14.5% |
| Admin fee / account holder | $127 | $4,694-97.3% | $6,267-98.0% | $5,403-97.6% |