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 | $4,059,733 | $124,281+3166.6% | $109,143+3619.7% | $167,490+2323.9% |
| Participation rate | 9.1% | 79.4%-70.4pp | 75.9%-66.8pp | 82.1%-73.0pp |
| Annual return | 156.50% | 26.04%+130.5pp | 25.75%+130.7pp | 478.56%-322.1pp |
| Employer contribution / active EE | $717 | $4,207-83.0% | $3,722-80.7% | $4,837-85.2% |
| Participant deferral / active EE | $4,421 | $5,255-15.9% | $4,653-5.0% | $6,341-30.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |