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 | $425,988 | $202,432+110.4% | $169,368+151.5% | $139,434+205.5% |
| Participation rate | 17.6% | 81.1%-63.4pp | 77.1%-59.5pp | 80.3%-62.7pp |
| Annual return | 42.66% | 531.74%-489.1pp | 405.60%-362.9pp | 372.94%-330.3pp |
| Employer contribution / active EE | $354 | $4,692-92.5% | $4,013-91.2% | $4,751-92.5% |
| Participant deferral / active EE | $4,412 | $6,938-36.4% | $6,221-29.1% | $6,710-34.3% |
| Admin fee / account holder | $2 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |