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 | $426,113-100.0% | $289,028-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 78.0%-78.0pp | 85.6%-85.6pp |
| Annual return | 138.51% | 260.96%-122.5pp | 243.94%-105.4pp | 396.79%-258.3pp |
| Employer contribution / active EE | $388 | $8,831-95.6% | $6,326-93.9% | $7,508-94.8% |
| Participant deferral / active EE | $843 | $6,238-86.5% | $4,804-82.5% | $5,521-84.7% |
| Admin fee / account holder | $0 | $18,206-100.0% | $14,050-100.0% | $28,387-100.0% |