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 | $386,664 | $179,726+115.1% | $156,263+147.4% | $142,382+171.6% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.9%-62.2pp | 80.1%-63.5pp |
| Annual return | 19.66% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $729 | $5,069-85.6% | $4,333-83.2% | $4,299-83.0% |
| Participant deferral / active EE | $3,866 | $6,956-44.4% | $6,158-37.2% | $6,507-40.6% |
| Admin fee / account holder | $100 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |