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 | $576,768 | $99,020+482.5% | $86,590+566.1% | $147,584+290.8% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 4.79% | 1312.34%-1307.5pp | 964.84%-960.0pp | 578.55%-573.8pp |
| Employer contribution / active EE | $2,468 | $3,132-21.2% | $2,839-13.1% | $4,876-49.4% |
| Participant deferral / active EE | $7,000 | $3,972+76.2% | $3,609+94.0% | $5,439+28.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |