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 | $468,638 | $226,064+107.3% | $182,532+156.7% | $152,861+206.6% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.4%-38.0pp |
| Annual return | 32.67% | 192.51%-159.8pp | 148.54%-115.9pp | 345.32%-312.7pp |
| Employer contribution / active EE | $267 | $4,978-94.6% | $4,076-93.5% | $4,762-94.4% |
| Participant deferral / active EE | $4,222 | $6,368-33.7% | $5,524-23.6% | $5,850-27.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |