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 | $3,919 | $39,798-90.2% | $67,711-94.2% | $59,632-93.4% |
| Participation rate | 61.9% | 57.4%+4.5pp | 67.5%-5.6pp | 68.7%-6.8pp |
| Annual return | -5.18% | 89.94%-95.1pp | 25.41%-30.6pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $323 | $1,393-76.8% | $2,559-87.4% | $2,203-85.3% |
| Participant deferral / active EE | $1,013 | $2,335-56.6% | $3,585-71.7% | $3,192-68.3% |
| Admin fee / account holder | $25 | $3,212-99.2% | $4,255-99.4% | $4,297-99.4% |