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 | $13,598 | $98,240-86.2% | $82,313-83.5% | $147,584-90.8% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | -12.26% | 30.85%-43.1pp | 25.88%-38.1pp | 578.55%-590.8pp |
| Employer contribution / active EE | $786 | $3,192-75.4% | $2,428-67.6% | $4,876-83.9% |
| Participant deferral / active EE | $3,354 | $4,383-23.5% | $3,706-9.5% | $5,439-38.3% |
| Admin fee / account holder | $142 | $8,563-98.3% | $5,608-97.5% | $10,885-98.7% |