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.
Participant 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 | $256,292 | $175,202+46.3% | $149,673+71.2% | $139,434+83.8% |
| Participation rate | 47.8% | 83.4%-35.6pp | 78.8%-30.9pp | 80.3%-32.5pp |
| Annual return | 14.61% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,739 | $5,474-68.2% | $4,818-63.9% | $4,751-63.4% |
| Participant deferral / active EE | $1,304 | $6,519-80.0% | $5,680-77.0% | $6,710-80.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |