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 | $567,869 | $217,402+161.2% | $185,823+205.6% | $167,490+239.0% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 87.74% | 148.36%-60.6pp | 122.05%-34.3pp | 478.56%-390.8pp |
| Employer contribution / active EE | $618 | $5,873-89.5% | $5,167-88.0% | $4,837-87.2% |
| Participant deferral / active EE | $5,320 | $6,356-16.3% | $5,568-4.5% | $6,341-16.1% |
| Admin fee / account holder | $7 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |