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 3-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 | $4,827 | $159,602-97.0% | $150,045-96.8% | $142,382-96.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | -216.88% | 70.24%-287.1pp | 62.55%-279.4pp | 217.08%-434.0pp |
| Employer contribution / active EE | $1,587 | $4,961-68.0% | $4,693-66.2% | $4,299-63.1% |
| Participant deferral / active EE | $9,027 | $8,310+8.6% | $7,997+12.9% | $6,507+38.7% |
| Admin fee / account holder | $105 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |