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 | $1,485 | $27,641-94.6% | $61,373-97.6% | $68,494-97.8% |
| Participation rate | 65.6% | 39.5%+26.1pp | 52.6%+13.1pp | 67.9%-2.3pp |
| Annual return | -29.21% | -13.24%-16.0pp | 338.61%-367.8pp | -7.84%-21.4pp |
| Employer contribution / active EE | $608 | $695-12.5% | $1,159-47.5% | $2,596-76.6% |
| Participant deferral / active EE | $962 | $1,263-23.8% | $2,125-54.7% | $4,027-76.1% |
| Admin fee / account holder | $113 | $2,010-94.4% | $2,130-94.7% | $5,403-97.9% |