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 | $282,218 | $108,919+159.1% | $100,391+181.1% | $145,922+93.4% |
| Participation rate | 57.1% | 82.9%-25.8pp | 81.5%-24.3pp | 80.3%-23.1pp |
| Annual return | 15.41% | 57.88%-42.5pp | 49.20%-33.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $643 | $4,419-85.5% | $3,942-83.7% | $4,660-86.2% |
| Participant deferral / active EE | $612 | $8,445-92.8% | $8,082-92.4% | $6,688-90.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |