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 | $18,762 | $77,813-75.9% | $123,544-84.8% | $64,186-70.8% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.3%-16.6pp | 69.6%-3.9pp |
| Annual return | -11.44% | 12.48%-23.9pp | 119.20%-130.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,586 | $3,014-47.4% | $4,628-65.7% | $2,381-33.4% |
| Participant deferral / active EE | $2,401 | $5,240-54.2% | $6,426-62.6% | $3,470-30.8% |
| Admin fee / account holder | $290 | $5,519-94.8% | $9,284-96.9% | $4,888-94.1% |