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 | $649,383 | $202,318+221.0% | $172,739+275.9% | $152,861+324.8% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 26.44% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,230 | $5,856-79.0% | $5,143-76.1% | $4,762-74.2% |
| Participant deferral / active EE | $7,274 | $5,948+22.3% | $5,198+39.9% | $5,850+24.3% |
| Admin fee / account holder | $125 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |