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 6-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 | $960,324 | $227,553+322.0% | $189,557+406.6% | $167,490+473.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 4.92% | 78.40%-73.5pp | 64.17%-59.3pp | 478.56%-473.6pp |
| Employer contribution / active EE | $37,717 | $5,316+609.4% | $4,412+754.8% | $4,837+679.7% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,341+207.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |