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 | $320,595 | $183,592+74.6% | $155,567+106.1% | $145,959+119.6% |
| Participation rate | 17.6% | 82.7%-65.0pp | 78.2%-60.5pp | 80.3%-62.6pp |
| Annual return | 15.28% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $212 | $5,315-96.0% | $4,674-95.5% | $4,661-95.5% |
| Participant deferral / active EE | $2,706 | $6,464-58.1% | $5,628-51.9% | $6,689-59.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |