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 | $290,855 | $171,865+69.2% | $149,718+94.3% | $147,584+97.1% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 1.69% | 2113.22%-2111.5pp | 1501.63%-1499.9pp | 578.55%-576.9pp |
| Employer contribution / active EE | $4,187 | $6,275-33.3% | $5,445-23.1% | $4,876-14.1% |
| Participant deferral / active EE | $6,300 | $7,271-13.4% | $6,569-4.1% | $5,439+15.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |