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 6-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 | $252,638 | $105,998+138.3% | $92,233+173.9% | $147,584+71.2% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 151.47% | 50.05%+101.4pp | 176.28%-24.8pp | 578.55%-427.1pp |
| Employer contribution / active EE | $597 | $4,333-86.2% | $3,679-83.8% | $4,876-87.8% |
| Participant deferral / active EE | $1,838 | $4,478-59.0% | $3,897-52.8% | $5,439-66.2% |
| Admin fee / account holder | $116 | $6,332-98.2% | $5,194-97.8% | $10,885-98.9% |