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 | $114,381+474.4% | $107,525+511.1% | $142,382+361.5% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.1%-39.8pp | 80.1%-44.8pp |
| Annual return | 16.73% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $646 | $4,015-83.9% | $3,754-82.8% | $4,299-85.0% |
| Participant deferral / active EE | $6,965 | $5,564+25.2% | $5,116+36.1% | $6,507+7.0% |
| Admin fee / account holder | $26 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |