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.
Participant 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 | $6,214,485 | $135,952+4471.1% | $123,892+4916.0% | $273,961+2168.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 13.81% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,000 | $5,170-80.7% | $4,617-78.3% | $4,869-79.5% |
| Participant deferral / active EE | $1,200 | $6,343-81.1% | $5,984-79.9% | $5,287-77.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |