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 | $14,815 | $82,664-82.1% | $125,339-88.2% | $68,494-78.4% |
| Participation rate | 65.4% | 75.0%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -20.18% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,573 | $3,381-53.5% | $4,814-67.3% | $2,596-39.4% |
| Participant deferral / active EE | $3,458 | $6,110-43.4% | $7,446-53.6% | $4,027-14.1% |
| Admin fee / account holder | $114 | $6,275-98.2% | $10,010-98.9% | $5,403-97.9% |