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 | $287,428 | $102,616+180.1% | $81,983+250.6% | $158,922+80.9% |
| Participation rate | 18.2% | 75.5%-57.3pp | 69.2%-51.1pp | 82.0%-63.8pp |
| Annual return | 14.35% | 61.04%-46.7pp | 41.31%-27.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $195 | $3,240-94.0% | $2,498-92.2% | $4,761-95.9% |
| Participant deferral / active EE | $2,364 | $4,648-49.1% | $3,722-36.5% | $5,982-60.5% |
| Admin fee / account holder | $222 | $8,235-97.3% | $5,664-96.1% | $11,246-98.0% |