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 | $380,489 | $209,411+81.7% | $178,490+113.2% | $158,922+139.4% |
| Participation rate | 20.0% | 86.3%-66.3pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 4.50% | 188.75%-184.3pp | 151.07%-146.6pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,248 | $5,706-78.1% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $3,000 | $5,954-49.6% | $5,202-42.3% | $5,982-49.9% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |