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 | $449,817 | $93,571+380.7% | $135,903+231.0% | $75,163+498.5% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.3pp |
| Annual return | 820.20% | 30.90%+789.3pp | 68.23%+752.0pp | 160.62%+659.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,394 | $6,404-15.8% | $7,758-30.5% | $4,125+30.8% |
| Admin fee / account holder | $174 | $6,975-97.5% | $10,762-98.4% | $5,651-96.9% |