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 | $642,683-100.0% | $386,318-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 67.7%-67.7pp | 85.6%-85.6pp |
| Annual return | 16.54% | -6.86%+23.4pp | -2.64%+19.2pp | 396.79%-380.3pp |
| Employer contribution / active EE | $0 | $5,282-100.0% | $4,025-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,904-100.0% | $3,524-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $23,448-100.0% | $16,179-100.0% | $28,387-100.0% |