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 5-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.
Participant 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 | $2,644,794 | $115,708+2185.7% | $65,255+3953.0% | $139,434+1796.8% |
| Participation rate | 6.3% | 67.8%-61.6pp | 65.0%-58.7pp | 80.3%-74.1pp |
| Annual return | 43.13% | 31.19%+11.9pp | 47.35%-4.2pp | 372.94%-329.8pp |
| Employer contribution / active EE | $381 | $2,599-85.3% | $1,691-77.5% | $4,751-92.0% |
| Participant deferral / active EE | $382 | $4,240-91.0% | $2,831-86.5% | $6,710-94.3% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |