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 | $348,143 | $179,726+93.7% | $156,263+122.8% | $142,382+144.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 4.54% | 77.86%-73.3pp | 59.47%-54.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $3,541 | $5,069-30.1% | $4,333-18.3% | $4,299-17.6% |
| Participant deferral / active EE | $16,400 | $6,956+135.8% | $6,158+166.3% | $6,507+152.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |