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.
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 | $569,335 | $133,922+325.1% | $116,228+389.8% | $142,382+299.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 14.65% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $855 | $3,446-75.2% | $2,994-71.4% | $4,299-80.1% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $120 | $14,945-99.2% | $11,989-99.0% | $12,624-99.0% |