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 | $456,277 | $114,381+298.9% | $107,525+324.3% | $142,382+220.5% |
| Participation rate | 5.6% | 78.1%-72.6pp | 75.1%-69.5pp | 80.1%-74.6pp |
| Annual return | 40.07% | 242.71%-202.6pp | 181.32%-141.2pp | 217.08%-177.0pp |
| Employer contribution / active EE | $1,554 | $4,015-61.3% | $3,754-58.6% | $4,299-63.8% |
| Participant deferral / active EE | $1,276 | $5,564-77.1% | $5,116-75.1% | $6,507-80.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |