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 7-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 | $418,297 | $165,335+153.0% | $149,696+179.4% | $158,922+163.2% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 430.28% | 348.15%+82.1pp | 276.60%+153.7pp | 302.83%+127.5pp |
| Employer contribution / active EE | $1,406 | $5,103-72.4% | $4,644-69.7% | $4,761-70.5% |
| Participant deferral / active EE | $1,834 | $7,181-74.5% | $6,842-73.2% | $5,982-69.3% |
| Admin fee / account holder | $255 | $10,807-97.6% | $9,309-97.3% | $11,246-97.7% |