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 | $990,556 | $90,600+993.3% | $79,464+1146.5% | $135,375+631.7% |
| Participation rate | 14.3% | 76.0%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | 31.26% | 977.43%-946.2pp | 718.14%-686.9pp | 519.73%-488.5pp |
| Employer contribution / active EE | $150 | $3,068-95.1% | $2,800-94.6% | $4,779-96.9% |
| Participant deferral / active EE | $150 | $4,050-96.3% | $3,704-96.0% | $5,609-97.3% |
| Admin fee / account holder | $280 | $5,907-95.3% | $5,113-94.5% | $10,827-97.4% |