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 | $112,729+220.6% | $98,716+266.1% | $137,256+163.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 9.64% | 38.48%-28.8pp | 31.81%-22.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $720 | $2,725-73.6% | $2,279-68.4% | $4,156-82.7% |
| Participant deferral / active EE | $9,900 | $4,640+113.4% | $4,048+144.6% | $6,407+54.5% |
| Admin fee / account holder | $60 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |