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 | $74,918 | $50,458+48.5% | $159,960-53.2% | $64,808+15.6% |
| Participation rate | 0.0% | 68.0%-68.0pp | 78.0%-78.0pp | 71.5%-71.5pp |
| Annual return | -16.40% | -13.42%-3.0pp | 408.60%-425.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $4,004-100.0% | $6,182-100.0% | $4,310-100.0% |
| Admin fee / account holder | $83 | $706-88.3% | $8,698-99.1% | $188-56.1% |