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 9-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 | $9,671 | $180,449-94.6% | $154,107-93.7% | $135,375-92.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -31.44% | 888.09%-919.5pp | 735.12%-766.6pp | 519.73%-551.2pp |
| Employer contribution / active EE | $1,379 | $6,035-77.1% | $5,298-74.0% | $4,779-71.1% |
| Participant deferral / active EE | $4,058 | $5,806-30.1% | $5,081-20.1% | $5,609-27.6% |
| Admin fee / account holder | $46 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |