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 | $1,081,333 | $175,202+517.2% | $149,673+622.5% | $139,434+675.5% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 6.33% | 166.71%-160.4pp | 134.42%-128.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $30,083 | $5,474+449.5% | $4,818+524.4% | $4,751+533.2% |
| Participant deferral / active EE | $20,000 | $6,519+206.8% | $5,680+252.1% | $6,710+198.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |