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 | $251,157 | $149,734+67.7% | $118,925+111.2% | $158,922+58.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | -0.72% | 19.95%-20.7pp | 35.88%-36.6pp | 302.83%-303.5pp |
| Employer contribution / active EE | $8,502 | $4,115+106.6% | $3,263+160.6% | $4,761+78.6% |
| Participant deferral / active EE | $15,167 | $5,223+190.4% | $4,265+255.6% | $5,982+153.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |