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 | $214,378+23.3% | $200,582+31.8% | $142,382+85.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 7.03% | 46.41%-39.4pp | 42.33%-35.3pp | 217.08%-210.0pp |
| Employer contribution / active EE | $4,378 | $6,841-36.0% | $6,419-31.8% | $4,299+1.8% |
| Participant deferral / active EE | $6,065 | $9,865-38.5% | $9,331-35.0% | $6,507-6.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |