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 5-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.
Participant 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 | $259,830 | $93,024+179.3% | $77,024+237.3% | $134,475+93.2% |
| Participation rate | 38.5% | 74.5%-36.0pp | 67.9%-29.4pp | 81.2%-42.8pp |
| Annual return | 0.09% | 62.60%-62.5pp | 42.32%-42.2pp | 417.96%-417.9pp |
| Employer contribution / active EE | $461 | $3,418-86.5% | $2,812-83.6% | $4,740-90.3% |
| Participant deferral / active EE | $544 | $5,238-89.6% | $4,426-87.7% | $6,400-91.5% |
| Admin fee / account holder | $135 | $6,944-98.1% | $5,425-97.5% | $11,426-98.8% |