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 | $343,782 | $202,318+69.9% | $172,739+99.0% | $152,861+124.9% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 4.67% | 1029.65%-1025.0pp | 802.84%-798.2pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,248 | $5,856-78.7% | $5,143-75.7% | $4,762-73.8% |
| Participant deferral / active EE | $3,600 | $5,948-39.5% | $5,198-30.7% | $5,850-38.5% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |