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 | $283,495 | $167,307+69.4% | $143,757+97.2% | $134,475+110.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 7775.74% | 0.46%+7775.3pp | -0.04%+7775.8pp | 417.96%+7357.8pp |
| Employer contribution / active EE | $5,052 | $5,619-10.1% | $4,951+2.0% | $4,740+6.6% |
| Participant deferral / active EE | $1,522 | $6,446-76.4% | $5,637-73.0% | $6,400-76.2% |
| Admin fee / account holder | $2 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |