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 | $305,754 | $105,860+188.8% | $90,749+236.9% | $134,475+127.4% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -18.92% | -11.01%-7.9pp | -12.16%-6.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $479 | $3,462-86.2% | $2,921-83.6% | $4,740-89.9% |
| Participant deferral / active EE | $3,311 | $5,216-36.5% | $4,564-27.5% | $6,400-48.3% |
| Admin fee / account holder | $40 | $13,938-99.7% | $8,445-99.5% | $11,426-99.6% |