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 | $499,580 | $217,402+129.8% | $185,823+168.8% | $167,490+198.3% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 35.36% | 148.36%-113.0pp | 122.05%-86.7pp | 478.56%-443.2pp |
| Employer contribution / active EE | $651 | $5,873-88.9% | $5,167-87.4% | $4,837-86.5% |
| Participant deferral / active EE | $5,549 | $6,356-12.7% | $5,568-0.3% | $6,341-12.5% |
| Admin fee / account holder | $25 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |