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 | $259,165 | $107,334+141.5% | $92,893+179.0% | $152,861+69.5% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.4%-68.2pp |
| Annual return | 19.88% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $198 | $4,221-95.3% | $3,653-94.6% | $4,762-95.8% |
| Participant deferral / active EE | $2,714 | $4,845-44.0% | $4,236-35.9% | $5,850-53.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |