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 8-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 | $299,315 | $177,572+68.6% | $154,803+93.4% | $142,382+110.2% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.1%-65.6pp | 80.1%-67.6pp |
| Annual return | 21.14% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $588 | $4,810-87.8% | $4,305-86.4% | $4,299-86.3% |
| Participant deferral / active EE | $2,875 | $6,272-54.2% | $5,540-48.1% | $6,507-55.8% |
| Admin fee / account holder | $120 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |