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 | $8,182 | $71,883-88.6% | $86,677-90.6% | $68,494-88.1% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -25.02% | 3.52%-28.5pp | 35.91%-60.9pp | -7.84%-17.2pp |
| Employer contribution / active EE | $1,175 | $2,173-45.9% | $2,836-58.6% | $2,596-54.8% |
| Participant deferral / active EE | $2,352 | $3,779-37.7% | $4,656-49.5% | $4,027-41.6% |
| Admin fee / account holder | $40 | $6,112-99.3% | $7,493-99.5% | $5,403-99.3% |