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 1 actuary disclosure. $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 | $541,860-100.0% | $541,860-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 16.25% | 7.66%+8.6pp | 7.71%+8.5pp | 15.19%+1.1pp |
| Employer contribution / active EE | $133,333 | $40,595+228.4% | $39,519+237.4% | $34,877+282.3% |
| Participant deferral / active EE | $0 | $120-100.0% | $120-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $47,135-100.0% | $47,135-100.0% | $50,584-100.0% |