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 | $6,794 | $76,000-91.1% | $154,107-95.6% | $64,186-89.4% |
| Participation rate | 30.0% | 70.4%-40.4pp | 83.0%-53.0pp | 69.6%-39.6pp |
| Annual return | -27.49% | 30.32%-57.8pp | 735.12%-762.6pp | 7.63%-35.1pp |
| Employer contribution / active EE | $987 | $3,351-70.5% | $5,298-81.4% | $2,381-58.5% |
| Participant deferral / active EE | $989 | $3,175-68.8% | $5,081-80.5% | $3,470-71.5% |
| Admin fee / account holder | $98 | $5,596-98.2% | $13,411-99.3% | $4,888-98.0% |