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 | $264,323 | $209,336+26.3% | $197,124+34.1% | $137,256+92.6% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 7.03% | 48.09%-41.1pp | 44.34%-37.3pp | 220.34%-213.3pp |
| Employer contribution / active EE | $4,378 | $6,591-33.6% | $6,227-29.7% | $4,156+5.3% |
| Participant deferral / active EE | $6,065 | $9,614-36.9% | $9,135-33.6% | $6,407-5.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |