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 | $11,959 | $82,630-85.5% | $64,105-81.3% | $125,391-90.5% |
| Participation rate | 57.9% | 75.9%-18.0pp | 68.2%-10.3pp | 83.2%-25.3pp |
| Annual return | -6.00% | 1489.72%-1495.7pp | 791.24%-797.2pp | 282.22%-288.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,031 | $3,608-71.4% | $2,822-63.5% | $5,352-80.7% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |