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 | $329,793 | $54,350+506.8% | $82,719+298.7% | $68,494+381.5% |
| Participation rate | 19.7% | 63.9%-44.2pp | 72.6%-52.8pp | 67.9%-48.2pp |
| Annual return | 20.44% | -13.67%+34.1pp | 701.18%-680.7pp | -7.84%+28.3pp |
| Employer contribution / active EE | $505 | $2,218-77.2% | $3,009-83.2% | $2,596-80.5% |
| Participant deferral / active EE | $572 | $3,246-82.4% | $4,395-87.0% | $4,027-85.8% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |