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 | $535,253 | $190,805+180.5% | $159,960+234.6% | $134,475+298.0% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -4.50% | 552.23%-556.7pp | 408.60%-413.1pp | 417.96%-422.5pp |
| Employer contribution / active EE | $533 | $4,995-89.3% | $4,226-87.4% | $4,740-88.7% |
| Participant deferral / active EE | $9,000 | $6,923+30.0% | $6,182+45.6% | $6,400+40.6% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |