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 | $9,561 | $127,100-92.5% | $105,738-91.0% | $135,375-92.9% |
| Participation rate | 46.2% | 82.7%-36.5pp | 76.3%-30.2pp | 82.6%-36.5pp |
| Annual return | -245.15% | 4.49%-249.6pp | 6.27%-251.4pp | 519.73%-764.9pp |
| Employer contribution / active EE | $804 | $4,107-80.4% | $3,268-75.4% | $4,779-83.2% |
| Participant deferral / active EE | $4,604 | $5,064-9.1% | $4,080+12.9% | $5,609-17.9% |
| Admin fee / account holder | $99 | $9,087-98.9% | $6,913-98.6% | $10,827-99.1% |