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 | $469,868 | $102,604+357.9% | $86,188+445.2% | $139,434+237.0% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.7pp |
| Annual return | 24.34% | 1922.51%-1898.2pp | 1168.45%-1144.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $429 | $3,032-85.9% | $2,380-82.0% | $4,751-91.0% |
| Participant deferral / active EE | $8,571 | $4,676+83.3% | $3,985+115.1% | $6,710+27.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |