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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,786 | $171,865+55.8% | $149,718+78.9% | $147,584+81.4% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 18.99% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $810 | $6,275-87.1% | $5,445-85.1% | $4,876-83.4% |
| Participant deferral / active EE | $3,219 | $7,271-55.7% | $6,569-51.0% | $5,439-40.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |