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 | $419,386 | $107,334+290.7% | $92,893+351.5% | $152,861+174.4% |
| Participation rate | 26.7% | 79.8%-53.1pp | 76.0%-49.3pp | 82.4%-55.8pp |
| Annual return | 27.23% | 145.58%-118.4pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $735 | $4,221-82.6% | $3,653-79.9% | $4,762-84.6% |
| Participant deferral / active EE | $3,652 | $4,845-24.6% | $4,236-13.8% | $5,850-37.6% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |