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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,703-100.0% | $94,224-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 72.1%-72.1pp | 78.8%-78.8pp | 68.7%-68.7pp |
| Annual return | 3.75% | 5.22%-1.5pp | 10.68%-6.9pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $1,442 | $2,021-28.6% | $3,587-59.8% | $2,203-34.5% |
| Participant deferral / active EE | $752 | $3,143-76.1% | $4,320-82.6% | $3,192-76.4% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |