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.
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 | $276,166 | $97,757+182.5% | $83,848+229.4% | $135,375+104.0% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -8.81% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $512 | $4,222-87.9% | $3,631-85.9% | $4,779-89.3% |
| Participant deferral / active EE | $4,700 | $4,682+0.4% | $4,082+15.2% | $5,609-16.2% |
| Admin fee / account holder | $65 | $6,674-99.0% | $5,478-98.8% | $10,827-99.4% |