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.
Annual investment return 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 | $263,621 | $149,333+76.5% | $106,387+147.8% | $135,375+94.7% |
| Participation rate | 62.5% | 81.5%-19.0pp | 77.5%-15.0pp | 82.6%-20.1pp |
| Annual return | -10.41% | 0.52%-10.9pp | 0.25%-10.7pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,124 | $4,984-37.3% | $3,520-11.2% | $4,779-34.6% |
| Participant deferral / active EE | $8,551 | $7,230+18.3% | $5,421+57.7% | $5,609+52.5% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |