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 | $265,505 | $168,632+57.4% | $147,614+79.9% | $125,391+111.7% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -5.58% | 77.65%-83.2pp | 61.98%-67.6pp | 282.22%-287.8pp |
| Employer contribution / active EE | $6,607 | $6,252+5.7% | $5,564+18.7% | $4,866+35.8% |
| Participant deferral / active EE | $18,518 | $5,507+236.3% | $4,895+278.3% | $5,352+246.0% |
| Admin fee / account holder | -$393 | $13,580-102.9% | $11,611-103.4% | $9,540-104.1% |