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 | $61,272-100.0% | $149,673-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 78.8%-78.8pp | 67.9%-67.9pp |
| Annual return | 21.83% | 35.85%-14.0pp | 134.42%-112.6pp | 28.85%-7.0pp |
| Employer contribution / active EE | $234 | $2,378-90.2% | $4,818-95.1% | $2,588-91.0% |
| Participant deferral / active EE | $616 | $2,917-78.9% | $5,680-89.2% | $4,289-85.6% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |