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 | $3,241,886 | $123,909+2516.4% | $69,647+4554.7% | $145,922+2121.7% |
| Participation rate | 6.3% | 69.2%-63.0pp | 66.5%-60.2pp | 80.3%-74.0pp |
| Annual return | 22.11% | 190.55%-168.4pp | 100.48%-78.4pp | 561.29%-539.2pp |
| Employer contribution / active EE | $382 | $2,682-85.8% | $1,712-77.7% | $4,660-91.8% |
| Participant deferral / active EE | $382 | $4,236-91.0% | $2,886-86.8% | $6,688-94.3% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |