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 7-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 | $317,731 | $107,934+194.4% | $91,989+245.4% | $152,861+107.9% |
| Participation rate | 65.0% | 81.2%-16.2pp | 78.6%-13.6pp | 82.4%-17.4pp |
| Annual return | 31.51% | 89.24%-57.7pp | 69.02%-37.5pp | 345.32%-313.8pp |
| Employer contribution / active EE | $25 | $4,210-99.4% | $3,452-99.3% | $4,762-99.5% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $30 | $10,520-99.7% | $7,743-99.6% | $11,596-99.7% |