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 | $43,344 | $63,138-31.4% | $96,562-55.1% | - |
| Participation rate | 1.0% | 51.5%-50.5pp | 69.8%-68.8pp | - |
| Annual return | 10.78% | 9.15%+1.6pp | 37.78%-27.0pp | - |
| Employer contribution / active EE | $44 | $927-95.3% | $2,356-98.1% | - |
| Participant deferral / active EE | $103 | $2,358-95.6% | $3,849-97.3% | - |
| Admin fee / account holder | $0 | $3,542-100.0% | $6,181-100.0% | - |