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 3-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 | $24,730-100.0% | $66,042-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 68.3%-68.3pp |
| Annual return | 374.62% | 79.55%+295.1pp | 52.11%+322.5pp | 40.90%+333.7pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,737-100.0% | $2,835-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $3,014-100.0% | $5,747-100.0% | $7,344-100.0% |