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 | $11,962 | $97,757-87.8% | $83,848-85.7% | $135,375-91.2% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -11.63% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,140 | $4,222-73.0% | $3,631-68.6% | $4,779-76.2% |
| Participant deferral / active EE | $2,680 | $4,682-42.8% | $4,082-34.3% | $5,609-52.2% |
| Admin fee / account holder | $27 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |