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 | $285,130 | $135,952+109.7% | $123,892+130.1% | $273,961+4.1% |
| Participation rate | 11.1% | 84.1%-73.0pp | 81.4%-70.3pp | 83.0%-71.9pp |
| Annual return | 7.88% | 56.63%-48.8pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $317 | $5,170-93.9% | $4,617-93.1% | $4,869-93.5% |
| Participant deferral / active EE | $2,667 | $6,343-58.0% | $5,984-55.4% | $5,287-49.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |