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 | $698,577 | $217,402+221.3% | $185,823+275.9% | $167,490+317.1% |
| Participation rate | 28.6% | 86.0%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 10.90% | 148.36%-137.5pp | 122.05%-111.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $857 | $5,873-85.4% | $5,167-83.4% | $4,837-82.3% |
| Participant deferral / active EE | $3,714 | $6,356-41.6% | $5,568-33.3% | $6,341-41.4% |
| Admin fee / account holder | $87 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |