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 | $311,015 | $149,679+107.8% | $117,039+165.7% | $147,584+110.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 13.27% | 19.31%-6.0pp | 18.95%-5.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $943 | $4,937-80.9% | $3,785-75.1% | $4,876-80.7% |
| Participant deferral / active EE | $943 | $4,912-80.8% | $3,929-76.0% | $5,439-82.7% |
| Admin fee / account holder | $23 | $7,856-99.7% | $5,974-99.6% | $10,885-99.8% |