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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,986-100.0% | $77,482-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 40.8%-40.8pp | 54.2%-54.2pp | 70.7%-70.7pp |
| Annual return | 16.99% | 19.26%-2.3pp | 54.79%-37.8pp | 28.51%-11.5pp |
| Employer contribution / active EE | $105 | $557-81.2% | $986-89.4% | $2,270-95.4% |
| Participant deferral / active EE | $230 | $1,198-80.8% | $1,861-87.6% | $3,740-93.8% |
| Admin fee / account holder | $0 | $466-100.0% | $2,858-100.0% | $513-100.0% |