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 | $768,069 | $209,411+266.8% | $178,490+330.3% | $158,922+383.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 0.30% | 188.75%-188.5pp | 151.07%-150.8pp | 302.83%-302.5pp |
| Employer contribution / active EE | $8,167 | $5,706+43.1% | $5,011+63.0% | $4,761+71.5% |
| Participant deferral / active EE | $8,019 | $5,954+34.7% | $5,202+54.2% | $5,982+34.0% |
| Admin fee / account holder | $276 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |