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 9-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 | $4,652 | $43,327-89.3% | $59,878-92.2% | $64,186-92.8% |
| Participation rate | 31.7% | 69.2%-37.5pp | 74.7%-43.0pp | 69.6%-37.9pp |
| Annual return | -43.22% | -1.55%-41.7pp | 3.46%-46.7pp | 7.63%-50.9pp |
| Employer contribution / active EE | $555 | $2,028-72.7% | $2,722-79.6% | $2,381-76.7% |
| Participant deferral / active EE | $1,056 | $2,546-58.5% | $3,402-69.0% | $3,470-69.6% |
| Admin fee / account holder | $169 | $3,005-94.4% | $3,590-95.3% | $4,888-96.6% |