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 | $17,969 | $99,032-81.9% | $80,019-77.5% | $135,375-86.7% |
| Participation rate | 25.0% | 78.4%-53.4pp | 75.8%-50.8pp | 82.6%-57.6pp |
| Annual return | -10.85% | 15.39%-26.2pp | 11.22%-22.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,506 | $3,043-17.7% | $2,468+1.5% | $4,779-47.6% |
| Participant deferral / active EE | $5,280 | $4,282+23.3% | $3,686+43.2% | $5,609-5.9% |
| Admin fee / account holder | $189 | $10,436-98.2% | $6,521-97.1% | $10,827-98.3% |