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 | $261,633 | $117,859+122.0% | $102,438+155.4% | $145,959+79.3% |
| Participation rate | 30.4% | 78.6%-48.2pp | 76.5%-46.1pp | 80.3%-49.8pp |
| Annual return | 145.31% | 31.72%+113.6pp | 29.37%+115.9pp | 561.95%-416.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,355 | $5,732-58.9% | $5,054-53.4% | $6,689-64.8% |
| Admin fee / account holder | $137 | $13,318-99.0% | $9,448-98.6% | $13,398-99.0% |