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.
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 | $311,268 | $117,983+163.8% | $101,794+205.8% | $142,382+118.6% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.2%-58.1pp | 80.1%-69.0pp |
| Annual return | 19.08% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $722 | $2,773-73.9% | $2,289-68.4% | $4,299-83.2% |
| Participant deferral / active EE | $733 | $4,714-84.4% | $4,084-82.0% | $6,507-88.7% |
| Admin fee / account holder | $270 | $10,433-97.4% | $8,777-96.9% | $12,624-97.9% |