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 | $10,139 | $75,828-86.6% | $147,614-93.1% | $59,632-83.0% |
| Participation rate | 37.2% | 71.6%-34.4pp | 84.6%-47.4pp | 68.7%-31.5pp |
| Annual return | -4.29% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $695 | $3,485-80.1% | $5,564-87.5% | $2,203-68.5% |
| Participant deferral / active EE | $2,392 | $3,130-23.6% | $4,895-51.1% | $3,192-25.1% |
| Admin fee / account holder | $32 | $5,985-99.5% | $11,611-99.7% | $4,297-99.3% |