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.
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 | $137,414-100.0% | $189,513-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 87.8%-87.8pp | 69.3%-69.3pp |
| Annual return | 15.76% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,178 | $4,344-72.9% | $6,162-80.9% | $2,565-54.1% |
| Participant deferral / active EE | $2,499 | $6,260-60.1% | $8,221-69.6% | $3,952-36.8% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |