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.
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 | $454,071 | $84,695+436.1% | $73,843+514.9% | $125,391+262.1% |
| Participation rate | 18.2% | 76.8%-58.6pp | 73.4%-55.3pp | 83.2%-65.0pp |
| Annual return | 1.04% | 3123.53%-3122.5pp | 2267.84%-2266.8pp | 282.22%-281.2pp |
| Employer contribution / active EE | $514 | $3,123-83.5% | $2,787-81.5% | $4,866-89.4% |
| Participant deferral / active EE | $514 | $3,992-87.1% | $3,583-85.6% | $5,352-90.4% |
| Admin fee / account holder | $25 | $5,691-99.6% | $4,880-99.5% | $9,540-99.7% |