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 | $518,850 | $209,411+147.8% | $178,490+190.7% | $158,922+226.5% |
| Participation rate | 15.4% | 86.3%-71.0pp | 81.9%-66.5pp | 82.0%-66.6pp |
| Annual return | 13.84% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,055 | $5,706-81.5% | $5,011-78.9% | $4,761-77.8% |
| Participant deferral / active EE | $2,077 | $5,954-65.1% | $5,202-60.1% | $5,982-65.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |