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 4-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 | $12,270 | $190,805-93.6% | $159,960-92.3% | $134,475-90.9% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -73.87% | 552.23%-626.1pp | 408.60%-482.5pp | 417.96%-491.8pp |
| Employer contribution / active EE | $722 | $4,995-85.5% | $4,226-82.9% | $4,740-84.8% |
| Participant deferral / active EE | $6,510 | $6,923-6.0% | $6,182+5.3% | $6,400+1.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |