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 | $3,829 | $51,197-92.5% | $82,719-95.4% | $66,914-94.3% |
| Participation rate | 33.6% | 67.8%-34.2pp | 72.6%-39.0pp | 69.8%-36.2pp |
| Annual return | -25.45% | -9.64%-15.8pp | 701.18%-726.6pp | 1.58%-27.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,423 | $3,458-58.8% | $4,395-67.6% | $4,237-66.4% |
| Admin fee / account holder | $4 | $416-99.1% | $5,329-99.9% | $593-99.4% |