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 | $978,267 | $90,503+980.9% | $78,689+1143.2% | $273,961+257.1% |
| Participation rate | 7.1% | 76.5%-69.4pp | 73.6%-66.4pp | 83.0%-75.9pp |
| Annual return | 10.74% | 75.60%-64.9pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $57 | $3,176-98.2% | $2,851-98.0% | $4,869-98.8% |
| Participant deferral / active EE | $57 | $3,901-98.5% | $3,517-98.4% | $5,287-98.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |