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 7-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 | $983,968 | $90,503+987.2% | $78,689+1150.4% | $273,961+259.2% |
| Participation rate | 12.5% | 76.5%-64.0pp | 73.6%-61.1pp | 83.0%-70.5pp |
| Annual return | 20.42% | 75.60%-55.2pp | 62.18%-41.8pp | 41.45%-21.0pp |
| Employer contribution / active EE | $120 | $3,176-96.2% | $2,851-95.8% | $4,869-97.5% |
| Participant deferral / active EE | $120 | $3,901-96.9% | $3,517-96.6% | $5,287-97.7% |
| Admin fee / account holder | $230 | $5,263-95.6% | $4,510-94.9% | $10,132-97.7% |