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 | $661,209 | $228,332+189.6% | $185,823+255.8% | $158,922+316.1% |
| Participation rate | 36.4% | 82.3%-45.9pp | 78.0%-41.7pp | 82.0%-45.6pp |
| Annual return | 38.88% | 40.80%-1.9pp | 35.95%+2.9pp | 302.83%-263.9pp |
| Employer contribution / active EE | $218 | $4,967-95.6% | $4,087-94.7% | $4,761-95.4% |
| Participant deferral / active EE | $3,545 | $6,415-44.7% | $5,632-37.0% | $5,982-40.7% |
| Admin fee / account holder | $8 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |