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 | $5,380 | $95,971-94.4% | $74,550-92.8% | $135,375-96.0% |
| Participation rate | 59.1% | 75.7%-16.6pp | 69.1%-10.1pp | 82.6%-23.5pp |
| Annual return | -9.65% | 56.96%-66.6pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,371 | $3,843-64.3% | $3,108-55.9% | $5,609-75.6% |
| Admin fee / account holder | $270 | $6,522-95.9% | $5,060-94.7% | $10,827-97.5% |