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 | $900,503 | $99,640+803.8% | $86,436+941.8% | $134,475+569.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | 255.02% | 6782.58%-6527.6pp | 4394.89%-4139.9pp | 417.96%-162.9pp |
| Employer contribution / active EE | $5,706 | $4,400+29.7% | $3,769+51.4% | $4,740+20.4% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |