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 | $608,607 | $167,307+263.8% | $143,757+323.4% | $134,475+352.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -14.41% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,000 | $5,619-82.2% | $4,951-79.8% | $4,740-78.9% |
| Participant deferral / active EE | $4,333 | $6,446-32.8% | $5,637-23.1% | $6,400-32.3% |
| Admin fee / account holder | $190 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |