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 | $12,439 | $48,076-74.1% | $78,689-84.2% | $62,891-80.2% |
| Participation rate | 34.7% | 65.2%-30.5pp | 73.6%-38.9pp | 69.3%-34.6pp |
| Annual return | -3.03% | 31.35%-34.4pp | 62.18%-65.2pp | 20.14%-23.2pp |
| Employer contribution / active EE | $529 | $2,015-73.7% | $2,851-81.4% | $2,281-76.8% |
| Participant deferral / active EE | $784 | $2,588-69.7% | $3,517-77.7% | $3,203-75.5% |
| Admin fee / account holder | $30 | $3,207-99.1% | $4,510-99.3% | $4,296-99.3% |