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 | $338,822 | $150,187+125.6% | $120,354+181.5% | $145,922+132.2% |
| Participation rate | 16.7% | 78.8%-62.1pp | 71.9%-55.2pp | 80.3%-63.6pp |
| Annual return | 9.36% | 154.07%-144.7pp | 107.15%-97.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $319 | $4,348-92.7% | $3,463-90.8% | $4,660-93.2% |
| Participant deferral / active EE | $3,333 | $6,173-46.0% | $4,991-33.2% | $6,688-50.2% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |