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 | $306,316 | $159,901+91.6% | $146,958+108.4% | $145,922+109.9% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.2%-46.4pp | 80.3%-44.6pp |
| Annual return | 11.59% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $157 | $8,428-98.1% | $8,070-98.1% | $6,688-97.7% |
| Admin fee / account holder | $64 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |