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 6-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.
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 | $3,663 | $136,179-97.3% | $98,755-96.3% | $167,490-97.8% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 21.23% | 67.53%-46.3pp | 49.91%-28.7pp | 478.56%-457.3pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,209 | $3,716-67.5% | $3,035-60.2% | $6,341-80.9% |
| Admin fee / account holder | $10 | $5,031-99.8% | $4,076-99.8% | $12,309-99.9% |