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 | $471,255-100.0% | $493,514-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 87.7%-87.7pp | 86.6%-86.6pp | 85.6%-85.6pp |
| Annual return | 9.24% | -8.27%+17.5pp | -7.53%+16.8pp | 396.79%-387.6pp |
| Employer contribution / active EE | $0 | $7,367-100.0% | $6,745-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $29,116-100.0% | $31,190-100.0% | $28,387-100.0% |