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 | $603,883 | $202,318+198.5% | $172,739+249.6% | $152,861+295.1% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.4%-65.8pp |
| Annual return | 8.48% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.8pp |
| Employer contribution / active EE | $2,944 | $5,856-49.7% | $5,143-42.8% | $4,762-38.2% |
| Participant deferral / active EE | $3,167 | $5,948-46.8% | $5,198-39.1% | $5,850-45.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |