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 | $21,767 | $180,449-87.9% | $154,107-85.9% | $135,375-83.9% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -11.24% | 888.09%-899.3pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,446 | $6,035-76.0% | $5,298-72.7% | $4,779-69.7% |
| Participant deferral / active EE | $2,837 | $5,806-51.1% | $5,081-44.2% | $5,609-49.4% |
| Admin fee / account holder | $19 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |