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 | $355,623 | $270,399+31.5% | $209,409+69.8% | $357,791-0.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 80.4%-30.4pp | 85.6%-35.6pp |
| Annual return | 9.08% | 194.89%-185.8pp | 159.49%-150.4pp | 396.79%-387.7pp |
| Employer contribution / active EE | $3,292 | $6,982-52.9% | $5,035-34.6% | $7,508-56.2% |
| Participant deferral / active EE | $7,311 | $4,606+58.7% | $4,230+72.8% | $5,521+32.4% |
| Admin fee / account holder | $126 | $18,969-99.3% | $16,474-99.2% | $28,387-99.6% |