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 | $511,076 | $100,773+407.2% | $88,946+474.6% | $142,382+258.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 787.37% | 70.18%+717.2pp | 57.82%+729.5pp | 217.08%+570.3pp |
| Employer contribution / active EE | $313 | $2,918-89.3% | $2,555-87.7% | $4,299-92.7% |
| Participant deferral / active EE | $313 | $5,230-94.0% | $4,581-93.2% | $6,507-95.2% |
| Admin fee / account holder | $9 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |