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 | $509,552 | $89,753+467.7% | $107,525+373.9% | $84,808+500.8% |
| Participation rate | 36.4% | 68.1%-31.7pp | 75.1%-38.7pp | 68.3%-31.9pp |
| Annual return | 22.53% | 29.48%-6.9pp | 181.32%-158.8pp | 40.90%-18.4pp |
| Employer contribution / active EE | $812 | $3,113-73.9% | $3,754-78.4% | $2,631-69.1% |
| Participant deferral / active EE | $6,525 | $4,056+60.9% | $5,116+27.6% | $4,212+54.9% |
| Admin fee / account holder | $154 | $7,222-97.9% | $8,919-98.3% | $7,344-97.9% |