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 | $1,105,294 | $161,352+585.0% | $134,172+723.8% | $137,256+705.3% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | 36.66% | 28.72%+7.9pp | 25.30%+11.4pp | 220.34%-183.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $165 | $5,552-97.0% | $4,690-96.5% | $6,407-97.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |