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 | $382,132 | $117,841+224.3% | $102,423+273.1% | $145,922+161.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.37% | 31.65%-17.3pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $285 | $3,615-92.1% | $3,023-90.6% | $4,660-93.9% |
| Participant deferral / active EE | $6,567 | $5,731+14.6% | $5,053+30.0% | $6,688-1.8% |
| Admin fee / account holder | $137 | $13,326-99.0% | $9,451-98.5% | $13,397-99.0% |