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 | $376,580 | $150,440+150.3% | $136,294+176.3% | $147,584+155.2% |
| Participation rate | 10.5% | 84.4%-73.9pp | 81.9%-71.4pp | 82.8%-72.3pp |
| Annual return | 23.26% | 1049.08%-1025.8pp | 5155.94%-5132.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $120 | $5,256-97.7% | $4,695-97.5% | $4,876-97.5% |
| Participant deferral / active EE | $2,526 | $6,630-61.9% | $6,247-59.6% | $5,439-53.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |