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 | $14,926 | $99,341-85.0% | $84,750-82.4% | $273,961-94.6% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 2.04% | 22.93%-20.9pp | 22.78%-20.7pp | 41.45%-39.4pp |
| Employer contribution / active EE | $983 | $4,214-76.7% | $3,574-72.5% | $4,869-79.8% |
| Participant deferral / active EE | $2,535 | $4,269-40.6% | $3,712-31.7% | $5,287-52.1% |
| Admin fee / account holder | $78 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |