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 | $73,981-100.0% | $105,722-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 78.9%-78.9pp | 69.3%-69.3pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,308-100.0% | $4,296-100.0% |