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 5-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 | $94,621-100.0% | $138,135-100.0% | $73,409-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.7%-78.7pp | 72.2%-72.2pp |
| Annual return | 0.00% | 16.57%-16.6pp | 20.51%-20.5pp | 59.29%-59.3pp |
| Employer contribution / active EE | $59 | $4,410-98.7% | $5,587-98.9% | $2,234-97.3% |
| Participant deferral / active EE | $3 | $6,199-100.0% | $6,431-100.0% | $3,805-99.9% |
| Admin fee / account holder | $0 | $140-100.0% | $11,856-100.0% | $158-100.0% |