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 | $387,125 | $209,411+84.9% | $178,490+116.9% | $158,922+143.6% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 17.10% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $667 | $5,706-88.3% | $5,011-86.7% | $4,761-86.0% |
| Participant deferral / active EE | $6,000 | $5,954+0.8% | $5,202+15.3% | $5,982+0.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |