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 4-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 | $12,784 | $167,307-92.4% | $143,757-91.1% | $134,475-90.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -29.57% | 0.46%-30.0pp | -0.04%-29.5pp | 417.96%-447.5pp |
| Employer contribution / active EE | $1,593 | $5,619-71.7% | $4,951-67.8% | $4,740-66.4% |
| Participant deferral / active EE | $2,887 | $6,446-55.2% | $5,637-48.8% | $6,400-54.9% |
| Admin fee / account holder | $195 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |