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 | $297,262 | $142,344+108.8% | $119,609+148.5% | $134,475+121.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -10.57% | -12.44%+1.9pp | -14.97%+4.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,123 | $5,222-78.5% | $4,232-73.5% | $4,740-76.3% |
| Participant deferral / active EE | $1,599 | $6,469-75.3% | $5,602-71.5% | $6,400-75.0% |
| Admin fee / account holder | $173 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |