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 | $415,692 | $73,933+462.3% | $96,683+330.0% | $75,163+453.1% |
| Participation rate | 22.0% | 66.4%-44.5pp | 74.3%-52.4pp | 67.2%-45.2pp |
| Annual return | 26.76% | 26.70%+0.1pp | 35.69%-8.9pp | 160.62%-133.9pp |
| Employer contribution / active EE | $627 | $2,928-78.6% | $3,737-83.2% | $2,670-76.5% |
| Participant deferral / active EE | $4,288 | $3,659+17.2% | $4,878-12.1% | $4,125+3.9% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |