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 | $27,356 | $180,449-84.8% | $154,107-82.2% | $135,375-79.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -12.66% | 888.09%-900.8pp | 735.12%-747.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $2,900 | $6,035-51.9% | $5,298-45.3% | $4,779-39.3% |
| Participant deferral / active EE | $5,880 | $5,806+1.3% | $5,081+15.7% | $5,609+4.8% |
| Admin fee / account holder | $116 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |