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 | $6,479 | $50,958-87.3% | $74,550-91.3% | $64,186-89.9% |
| Participation rate | 61.0% | 61.1%-0.1pp | 69.1%-8.2pp | 69.6%-8.6pp |
| Annual return | -22.80% | -1.86%-20.9pp | 32.53%-55.3pp | 7.63%-30.4pp |
| Employer contribution / active EE | $1,059 | $1,115-5.0% | $1,961-46.0% | $2,381-55.5% |
| Participant deferral / active EE | $2,199 | $2,301-4.5% | $3,108-29.2% | $3,470-36.6% |
| Admin fee / account holder | $279 | $4,223-93.4% | $5,060-94.5% | $4,888-94.3% |