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 | $250,708 | $133,958+87.2% | $112,228+123.4% | $134,475+86.4% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -18.49% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $412 | $4,038-89.8% | $3,635-88.7% | $4,740-91.3% |
| Participant deferral / active EE | $2,929 | $5,291-44.6% | $4,728-38.1% | $6,400-54.2% |
| Admin fee / account holder | $120 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |