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 8-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 | $11,558 | $61,660-81.3% | $80,019-85.6% | $64,186-82.0% |
| Participation rate | 54.8% | 71.7%-16.9pp | 75.8%-21.1pp | 69.6%-14.8pp |
| Annual return | -31.76% | -0.33%-31.4pp | 11.22%-43.0pp | 7.63%-39.4pp |
| Employer contribution / active EE | $1,134 | $1,810-37.3% | $2,468-54.0% | $2,381-52.4% |
| Participant deferral / active EE | $3,996 | $2,968+34.6% | $3,686+8.4% | $3,470+15.2% |
| Admin fee / account holder | $70 | $5,417-98.7% | $6,521-98.9% | $4,888-98.6% |