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 | $276,594 | $115,770+138.9% | $101,248+173.2% | $158,922+74.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 24.80% | 56.14%-31.3pp | 46.47%-21.7pp | 302.83%-278.0pp |
| Employer contribution / active EE | $141 | $4,175-96.6% | $3,660-96.1% | $4,761-97.0% |
| Participant deferral / active EE | $5,640 | $4,957+13.8% | $4,370+29.1% | $5,982-5.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |