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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,426 | $197,591+27.8% | $177,821+42.0% | $158,922+58.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 9.98% | 58.76%-48.8pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,389 | $8,405-83.5% | $7,714-82.0% | $5,982-76.8% |
| Admin fee / account holder | $15 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |