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 10-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 | $13,757 | $87,540-84.3% | $75,781-81.8% | $125,391-89.0% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -12.88% | 13.48%-26.4pp | 9.68%-22.6pp | 282.22%-295.1pp |
| Employer contribution / active EE | $1,548 | $3,930-60.6% | $3,323-53.4% | $4,866-68.2% |
| Participant deferral / active EE | $4,602 | $4,229+8.8% | $3,651+26.0% | $5,352-14.0% |
| Admin fee / account holder | $147 | $6,502-97.7% | $5,299-97.2% | $9,540-98.5% |