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 9-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 | $4,865 | $90,600-94.6% | $79,464-93.9% | $135,375-96.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -10.32% | 977.43%-987.7pp | 718.14%-728.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $781 | $3,068-74.5% | $2,800-72.1% | $4,779-83.7% |
| Participant deferral / active EE | $1,251 | $4,050-69.1% | $3,704-66.2% | $5,609-77.7% |
| Admin fee / account holder | $295 | $5,907-95.0% | $5,113-94.2% | $10,827-97.3% |