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 | $446,103 | $175,202+154.6% | $149,673+198.1% | $139,434+219.9% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.5pp | 80.3%-58.1pp |
| Annual return | 14.10% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,062 | $5,474-80.6% | $4,818-78.0% | $4,751-77.6% |
| Participant deferral / active EE | $4,344 | $6,519-33.4% | $5,680-23.5% | $6,710-35.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |