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 | $361,382 | $117,983+206.3% | $101,794+255.0% | $142,382+153.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 9.64% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $720 | $2,773-74.0% | $2,289-68.5% | $4,299-83.3% |
| Participant deferral / active EE | $9,900 | $4,714+110.0% | $4,084+142.4% | $6,507+52.1% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |