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 | $256,597 | $83,337+207.9% | $67,834+278.3% | $273,961-6.3% |
| Participation rate | 44.4% | 76.4%-32.0pp | 68.8%-24.4pp | 83.0%-38.6pp |
| Annual return | 6.44% | 259.45%-253.0pp | 138.47%-132.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $346 | $3,287-89.5% | $2,403-85.6% | $4,869-92.9% |
| Participant deferral / active EE | $5,964 | $4,088+45.9% | $3,160+88.8% | $5,287+12.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |