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 | $2,786,989 | $232,540+1098.5% | $185,117+1405.5% | $147,584+1788.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 10.73% | 43.03%-32.3pp | 40.50%-29.8pp | 578.55%-567.8pp |
| Employer contribution / active EE | $10,000 | $5,195+92.5% | $4,182+139.1% | $4,876+105.1% |
| Participant deferral / active EE | $20 | $5,834-99.7% | $5,045-99.6% | $5,439-99.6% |
| Admin fee / account holder | $24 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |