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.
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 | $374,514 | $93,024+302.6% | $77,024+386.2% | $134,475+178.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | 810.56% | 62.60%+748.0pp | 42.32%+768.2pp | 417.96%+392.6pp |
| Employer contribution / active EE | $567 | $3,418-83.4% | $2,812-79.8% | $4,740-88.0% |
| Participant deferral / active EE | $708 | $5,238-86.5% | $4,426-84.0% | $6,400-88.9% |
| Admin fee / account holder | $14 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |