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 8-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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $451,915-100.0% | $451,915-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 82.6%-82.6pp | 89.3%-89.3pp |
| Annual return | 1.39% | -7.06%+8.5pp | 1.63%-0.2pp | 101.52%-100.1pp |
| Employer contribution / active EE | $6,833 | $41,041-83.3% | $39,402-82.7% | $22,406-69.5% |
| Participant deferral / active EE | $0 | $3,798-100.0% | $3,798-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $5,494-100.0% | $5,494-100.0% | $12,578-100.0% |