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 | $286,404 | $90,503+216.5% | $78,689+264.0% | $273,961+4.5% |
| Participation rate | 13.3% | 76.5%-63.2pp | 73.6%-60.2pp | 83.0%-69.7pp |
| Annual return | 4.56% | 75.60%-71.0pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $59 | $3,176-98.1% | $2,851-97.9% | $4,869-98.8% |
| Participant deferral / active EE | $59 | $3,901-98.5% | $3,517-98.3% | $5,287-98.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |