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 | $12,512 | $100,754-87.6% | $86,677-85.6% | $134,475-90.7% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -41.51% | 29.04%-70.5pp | 35.91%-77.4pp | 417.96%-459.5pp |
| Employer contribution / active EE | $3,431 | $3,489-1.7% | $2,836+21.0% | $4,740-27.6% |
| Participant deferral / active EE | $5,523 | $5,338+3.5% | $4,656+18.6% | $6,400-13.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |