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.
Employer 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 | $536,715 | $127,065+322.4% | $113,168+374.3% | $142,382+277.0% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 20.67% | 24.03%-3.4pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $508 | $3,442-85.2% | $2,975-82.9% | $4,299-88.2% |
| Participant deferral / active EE | $7,750 | $5,716+35.6% | $5,107+51.8% | $6,507+19.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |