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 5-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 | $13,652 | $82,664-83.5% | $125,339-89.1% | $68,494-80.1% |
| Participation rate | 48.6% | 75.0%-26.4pp | 82.4%-33.7pp | 67.9%-19.2pp |
| Annual return | -20.85% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,257 | $3,381-62.8% | $4,814-73.9% | $2,596-51.6% |
| Participant deferral / active EE | $2,981 | $6,110-51.2% | $7,446-60.0% | $4,027-26.0% |
| Admin fee / account holder | $109 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |