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 | $271,941 | $171,865+58.2% | $149,718+81.6% | $147,584+84.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 22.78% | 2113.22%-2090.4pp | 1501.63%-1478.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $560 | $6,275-91.1% | $5,445-89.7% | $4,876-88.5% |
| Participant deferral / active EE | $11,000 | $7,271+51.3% | $6,569+67.5% | $5,439+102.3% |
| Admin fee / account holder | $113 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |