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 | $54,045-100.0% | $115,157-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 75.9%-75.9pp | 70.2%-70.2pp |
| Annual return | 23.73% | 26.55%-2.8pp | 35.60%-11.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $438 | $2,504-82.5% | $4,168-89.5% | $3,514-87.5% |
| Admin fee / account holder | $0 | $626-100.0% | $7,088-100.0% | $847-100.0% |