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 | $266,297 | $176,812+50.6% | $146,665+81.6% | $167,490+59.0% |
| Participation rate | 27.3% | 83.6%-56.3pp | 80.1%-52.8pp | 82.1%-54.8pp |
| Annual return | 14.41% | 24.03%-9.6pp | 22.74%-8.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $163 | $5,160-96.8% | $4,136-96.1% | $4,837-96.6% |
| Participant deferral / active EE | $4,736 | $6,440-26.5% | $5,506-14.0% | $6,341-25.3% |
| Admin fee / account holder | $33 | $13,259-99.8% | $10,280-99.7% | $12,309-99.7% |