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 | $8,085 | $86,699-90.7% | $73,307-89.0% | $125,391-93.6% |
| Participation rate | 53.8% | 78.6%-24.8pp | 74.9%-21.1pp | 83.2%-29.3pp |
| Annual return | -5.15% | 2.78%-7.9pp | 5.67%-10.8pp | 282.22%-287.4pp |
| Employer contribution / active EE | $718 | $4,152-82.7% | $3,237-77.8% | $4,866-85.2% |
| Participant deferral / active EE | $2,007 | $5,550-63.8% | $4,991-59.8% | $5,352-62.5% |
| Admin fee / account holder | $98 | $7,771-98.7% | $5,637-98.3% | $9,540-99.0% |