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 | $281,842 | $76,000+270.8% | $154,107+82.9% | $64,186+339.1% |
| Participation rate | 5.4% | 70.4%-65.0pp | 83.0%-77.6pp | 69.6%-64.2pp |
| Annual return | 6.05% | 30.32%-24.3pp | 735.12%-729.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $18 | $3,175-99.4% | $5,081-99.6% | $3,470-99.5% |
| Admin fee / account holder | $63 | $5,596-98.9% | $13,411-99.5% | $4,888-98.7% |