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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,828-100.0% | $105,387-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,555 | $4,473+46.6% | $4,213+55.6% | $4,762+37.7% |
| Participant deferral / active EE | $222 | $5,465-95.9% | $5,502-96.0% | $5,850-96.2% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |