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 | $333,584 | $148,534+124.6% | $135,903+145.5% | $139,434+139.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.80% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $813 | $5,243-84.5% | $4,856-83.3% | $4,751-82.9% |
| Participant deferral / active EE | $17,500 | $8,100+116.0% | $7,758+125.6% | $6,710+160.8% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |