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 | $11,601 | $39,162-70.4% | $100,671-88.5% | $59,632-80.5% |
| Participation rate | 28.1% | 55.9%-27.8pp | 70.7%-42.6pp | 68.7%-40.6pp |
| Annual return | -4.50% | 21.07%-25.6pp | 20.43%-24.9pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $249 | $1,151-78.3% | $4,012-93.8% | $2,203-88.7% |
| Participant deferral / active EE | $947 | $1,992-52.5% | $3,144-69.9% | $3,192-70.3% |
| Admin fee / account holder | $59 | $2,969-98.0% | $4,850-98.8% | $4,297-98.6% |