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 | $18,724 | $62,586-70.1% | $76,768-75.6% | $64,186-70.8% |
| Participation rate | 67.1% | 72.8%-5.7pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | -10.14% | -1.95%-8.2pp | 2.43%-12.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $468 | $1,832-74.4% | $2,485-81.2% | $2,381-80.3% |
| Participant deferral / active EE | $2,475 | $3,145-21.3% | $3,852-35.7% | $3,470-28.7% |
| Admin fee / account holder | $284 | $4,667-93.9% | $6,675-95.7% | $4,888-94.2% |