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 | $15,111 | $71,883-79.0% | $86,677-82.6% | $68,494-77.9% |
| Participation rate | 20.9% | 72.2%-51.3pp | 76.6%-55.6pp | 67.9%-47.0pp |
| Annual return | -20.98% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $731 | $2,173-66.4% | $2,836-74.2% | $2,596-71.8% |
| Participant deferral / active EE | $1,842 | $3,779-51.3% | $4,656-60.4% | $4,027-54.3% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |