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 | $178,174+117.0% | $156,181+147.6% | $137,256+181.7% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.8%-62.2pp | 80.0%-63.3pp |
| Annual return | 19.66% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $729 | $4,972-85.3% | $4,294-83.0% | $4,156-82.5% |
| Participant deferral / active EE | $3,866 | $6,888-43.9% | $6,132-37.0% | $6,407-39.7% |
| Admin fee / account holder | $100 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |