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 5-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 | $10,432 | $133,958-92.2% | $112,228-90.7% | $134,475-92.2% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -22.77% | 47.11%-69.9pp | 27.45%-50.2pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,491 | $4,038-63.1% | $3,635-59.0% | $4,740-68.5% |
| Participant deferral / active EE | $2,271 | $5,291-57.1% | $4,728-52.0% | $6,400-64.5% |
| Admin fee / account holder | $6 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |