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 9-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 | $271,210 | $165,335+64.0% | $149,696+81.2% | $158,922+70.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 8.11% | 348.15%-340.0pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $7,779 | $5,103+52.4% | $4,644+67.5% | $4,761+63.4% |
| Participant deferral / active EE | $9,600 | $7,181+33.7% | $6,842+40.3% | $5,982+60.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |