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 9-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 | $5,550 | $95,193-94.2% | $76,523-92.7% | $135,375-95.9% |
| Participation rate | 58.8% | 74.4%-15.6pp | 68.0%-9.2pp | 82.6%-23.8pp |
| Annual return | -45.58% | 4.85%-50.4pp | -0.27%-45.3pp | 519.73%-565.3pp |
| Employer contribution / active EE | $750 | $3,302-77.3% | $2,647-71.7% | $4,779-84.3% |
| Participant deferral / active EE | $2,227 | $4,639-52.0% | $3,835-41.9% | $5,609-60.3% |
| Admin fee / account holder | $170 | $6,249-97.3% | $4,848-96.5% | $10,827-98.4% |