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 | $17,175 | $92,222-81.4% | $76,768-77.6% | $135,375-87.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -24.88% | 5.46%-30.3pp | 2.43%-27.3pp | 519.73%-544.6pp |
| Employer contribution / active EE | $1,198 | $3,216-62.7% | $2,485-51.8% | $4,779-74.9% |
| Participant deferral / active EE | $3,542 | $4,509-21.4% | $3,852-8.0% | $5,609-36.9% |
| Admin fee / account holder | $28 | $10,748-99.7% | $6,675-99.6% | $10,827-99.7% |