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 | $258,309 | $48,046+437.6% | $84,611+205.3% | $72,985+253.9% |
| Participation rate | 3.7% | 57.6%-53.9pp | 68.2%-64.6pp | 69.5%-65.8pp |
| Annual return | 18.54% | 37.38%-18.8pp | 258.74%-240.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $715 | $1,602-55.4% | $2,652-73.0% | $2,440-70.7% |
| Participant deferral / active EE | $612 | $2,680-77.2% | $3,899-84.3% | $3,607-83.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |