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 | $657,064 | $111,535+489.1% | $105,223+524.4% | $137,256+378.7% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.8pp | 80.0%-44.7pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $646 | $3,939-83.6% | $3,689-82.5% | $4,156-84.5% |
| Participant deferral / active EE | $6,965 | $5,500+26.6% | $5,072+37.3% | $6,407+8.7% |
| Admin fee / account holder | $26 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |