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 7-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 | $5,606 | $60,124-90.7% | $90,404-93.8% | $79,858-93.0% |
| Participation rate | 62.9% | 65.0%-2.1pp | 72.7%-9.8pp | 69.6%-6.8pp |
| Annual return | -82.69% | 71.94%-154.6pp | 1293.02%-1375.7pp | 31.71%-114.4pp |
| Employer contribution / active EE | $1,471 | $2,068-28.9% | $3,262-54.9% | $2,471-40.5% |
| Participant deferral / active EE | $1,945 | $2,938-33.8% | $3,963-50.9% | $3,740-48.0% |
| Admin fee / account holder | $250 | $3,976-93.7% | $5,611-95.5% | $5,306-95.3% |