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 | $438,102 | $106,515+311.3% | $96,683+353.1% | $139,434+214.2% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 11.27% | 38.43%-27.2pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $771 | $4,103-81.2% | $3,737-79.4% | $4,751-83.8% |
| Participant deferral / active EE | $3,750 | $5,454-31.2% | $4,878-23.1% | $6,710-44.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |