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 10-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 | $1,023,172 | $179,726+469.3% | $156,263+554.8% | $142,382+618.6% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 26.36% | 77.86%-51.5pp | 59.47%-33.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $800 | $5,069-84.2% | $4,333-81.5% | $4,299-81.4% |
| Participant deferral / active EE | $6,500 | $6,956-6.6% | $6,158+5.5% | $6,507-0.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |